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Safeguard Investment Advisory Group’s Honeywell HON Stock Holding History

Safeguard Investment Advisory Group’s Portfolio HON Stock Details HON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,686
Closed -$335K – 152
2025
Q3 		$335K Sell
1,686
-165
-9% -$34.5K 0.08% 96
2025
Q2 		$406K Buy
1,851
+279
+18% +$56.5K 0.1% 87
2025
Q1 		$314K Buy
1,572
+584
+59% +$118K 0.09% 93
2024
Q4 		$210K Buy
+988
New +$206K 0.06% 105
2021
Q1 		– Sell
-385
Closed -$77K – 342
2020
Q4 		$77K Buy
+385
New +$69.9K 0.07% 151

Other funds holding HON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Safeguard Investment Advisory Group's HON Position: Q4 2025 in Review

Safeguard Investment Advisory Group sold out of Honeywell (HON) in Q4 2025, closing a stake of 1,686 shares — an estimated $335K sold.

Safeguard Investment Advisory Group first reported a position in HON in Q4 2020 and held it in 5 quarters. The position peaked at $406K in Q2 2025. 2,691 funds tracked by Wall St. Rank hold HON as of Q4 2025.

  • Safeguard Investment Advisory Group reported no remaining Honeywell position as of Q4 2025 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 1,686 Honeywell shares in Q4 2025, an estimated $335K.
  • Safeguard Investment Advisory Group first reported a position in Honeywell in Q4 2020 and held it in 5 quarters.
  • Safeguard Investment Advisory Group's Honeywell position peaked at $406K in Q2 2025.
  • 2,691 funds tracked by Wall St. Rank held Honeywell as of Q4 2025.

Based on Safeguard Investment Advisory Group's 13F filing for Q4 2025, filed 13 Feb 2026.