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SC&H Financial Advisors’s Honeywell HON Stock Holding History

SC&H Financial Advisors’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
Q3 		– Sell
-939
Closed -$206K – 151
2025
Q2 		$206K Buy
+939
New +$190K 0.04% 152
2023
Q2 		– Sell
-1,149
Closed -$207K – 137
2023
Q1 		$207K Buy
1,149
+19
+2% +$3.57K 0.08% 129
2022
Q4 		$228K Buy
+1,130
New +$216K 0.09% 119
2022
Q2 		– Sell
-1,130
Closed -$207K – 148
2022
Q1 		$207K Sell
1,130
-101
-8% -$18.7K 0.1% 144
2021
Q4 		$242K Buy
+1,231
New +$249K 0.13% 137

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

SC&H Financial Advisors's HON Position: Q3 2025 in Review

SC&H Financial Advisors sold out of Honeywell (HON) in Q3 2025, closing a stake of 939 shares — an estimated $206K sold.

SC&H Financial Advisors first reported a position in HON in Q4 2021 and held it in 5 quarters. The position peaked at $242K in Q4 2021. 2,650 funds tracked by Wall St. Rank hold HON as of Q3 2025.

  • SC&H Financial Advisors reported no remaining Honeywell position as of Q3 2025 after selling out during the quarter.
  • SC&H Financial Advisors sold 939 Honeywell shares in Q3 2025, an estimated $206K.
  • SC&H Financial Advisors first reported a position in Honeywell in Q4 2021 and held it in 5 quarters.
  • SC&H Financial Advisors's Honeywell position peaked at $242K in Q4 2021.
  • 2,650 funds tracked by Wall St. Rank held Honeywell as of Q3 2025.

Based on SC&H Financial Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.