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Secured Retirement Advisors’s Honeywell HON Stock Holding History

Secured Retirement 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 		– Sell
-5,672
Closed -$1.21M – 136
2024
Q4 		$1.21M Buy
5,672
+149
+3% +$31.1K 0.69% 63
2024
Q3 		$1.08M Buy
5,523
+32
+0.6% +$6.21K 0.78% 51
2024
Q2 		$1.11M Hold
5,491
– – 0.86% 46
2024
Q1 		$1.06M Sell
5,491
-141
-3% -$26.5K 0.9% 45
2023
Q4 		$1.11M Buy
+5,632
New +$1.02M 1.07% 38

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

Secured Retirement Advisors's HON Position: Q1 2025 in Review

Secured Retirement Advisors sold out of Honeywell (HON) in Q1 2025, closing a stake of 5,672 shares — an estimated $1.21M sold.

Secured Retirement Advisors first reported a position in HON in Q4 2023 and held it in 5 quarters. The position peaked at $1.21M in Q4 2024. 2,645 funds tracked by Wall St. Rank hold HON as of Q1 2025.

  • Secured Retirement Advisors reported no remaining Honeywell position as of Q1 2025 after selling out during the quarter.
  • Secured Retirement Advisors sold 5,672 Honeywell shares in Q1 2025, an estimated $1.21M.
  • Secured Retirement Advisors first reported a position in Honeywell in Q4 2023 and held it in 5 quarters.
  • Secured Retirement Advisors's Honeywell position peaked at $1.21M in Q4 2024.
  • 2,645 funds tracked by Wall St. Rank held Honeywell as of Q1 2025.

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