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Schechter Investment Advisors’s Honeywell HON Stock Holding History

Schechter Investment 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
Q1 		$1.7M Sell
8,513
-3,208
-27% -$649K 0.14% 140
2024
Q4 		$2.5M Buy
11,721
+1,674
+17% +$349K 0.19% 103
2024
Q3 		$1.96M Sell
10,047
-526
-5% -$102K 0.14% 142
2024
Q2 		$2.13M Buy
10,573
+3,006
+40% +$572K 0.16% 113
2024
Q1 		$1.46M Buy
7,567
+171
+2% +$32.2K 0.11% 176
2023
Q4 		$1.46M Buy
7,396
+435
+6% +$78.4K 0.13% 158
2023
Q3 		$1.21M Sell
6,961
-207
-3% -$37.9K 0.12% 186
2023
Q2 		$1.4M Buy
7,168
+660
+10% +$123K 0.13% 176
2023
Q1 		$1.17M Sell
6,508
-638
-9% -$120K 0.11% 216
2022
Q4 		$1.44M Buy
7,146
+1,558
+28% +$298K 0.13% 187
2022
Q3 		$879K Sell
5,588
-1,227
-18% -$214K 0.09% 328
2022
Q2 		$1.12M Buy
6,815
+1,130
+20% +$203K 0.11% 250
2022
Q1 		$1.04M Sell
5,685
-401
-7% -$74.2K 0.1% 290
2021
Q4 		$1.2M Buy
+6,086
New +$1.23M 0.11% 246

Other funds holding HON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schechter Investment Advisors's HON Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Honeywell (HON) stake by 27% in Q1 2025, selling an estimated $649K and leaving 8,513 shares worth $1.7M. The position accounts for 0.14% of the portfolio, ranked #140.

Schechter Investment Advisors first reported a position in HON in Q4 2021 and has held it in 14 quarters since. The position peaked at $2.5M in Q4 2024. 2,645 funds tracked by Wall St. Rank hold HON as of Q1 2025.

  • Schechter Investment Advisors held 8,513 shares of Honeywell worth $1.7M as of Q1 2025.
  • Schechter Investment Advisors sold 3,208 Honeywell shares in Q1 2025, an estimated $649K.
  • Honeywell made up 0.14% of Schechter Investment Advisors's portfolio in Q1 2025, its #140 holding.
  • Schechter Investment Advisors first reported a position in Honeywell in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Honeywell position peaked at $2.5M in Q4 2024.
  • 2,645 funds tracked by Wall St. Rank held Honeywell as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.