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Sonora Investment Management Group’s Honeywell HON Stock Holding History

Sonora Investment Management 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
Q3 		$6.07M Sell
30,597
-3,615
-11% -$755K 0.43% 60
2025
Q2 		$7.51M Sell
34,212
-1,370
-4% -$277K 0.56% 54
2025
Q1 		$7.1M Sell
35,582
-888
-2% -$180K 0.56% 56
2024
Q4 		$7.76M Sell
36,470
-623
-2% -$130K 0.6% 54
2024
Q3 		$7.23M Sell
37,093
-874
-2% -$170K 0.54% 63
2024
Q2 		$7.34M Hold
37,967
– – 0.57% 62
2024
Q1 		$7.34M Sell
37,967
-529
-1% -$99.6K 0.57% 62
2023
Q4 		$7.61M Sell
38,496
-619
-2% -$112K 0.62% 58
2023
Q3 		$6.81M Sell
39,115
-1,645
-4% -$301K 0.58% 62
2023
Q2 		$7.97M Sell
40,760
-1,102
-3% -$205K 0.67% 56
2023
Q1 		$7.54M Sell
41,862
-931
-2% -$175K 0.66% 57
2022
Q4 		$8.64M Sell
42,793
-330
-0.8% -$63K 0.79% 47
2022
Q3 		$7.06M Hold
43,123
– – 0.91% 45
2022
Q2 		$7.06M Sell
43,123
-346
-0.8% -$62.1K 0.67% 59
2022
Q1 		$7.97M Buy
43,469
+302
+0.7% +$55.9K 0.9% 44
2021
Q4 		$8.48M Buy
+43,167
New +$8.71M 0.99% 37

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sonora Investment Management Group's HON Position: Q3 2025 in Review

Sonora Investment Management Group reduced its Honeywell (HON) stake by 11% in Q3 2025, selling an estimated $755K and leaving 30,597 shares worth $6.07M. The position accounts for 0.43% of the portfolio, ranked #60.

Sonora Investment Management Group first reported a position in HON in Q4 2021 and has held it in 16 quarters since. The position peaked at $8.64M in Q4 2022. 2,645 funds tracked by Wall St. Rank hold HON as of Q3 2025.

  • Sonora Investment Management Group held 30,597 shares of Honeywell worth $6.07M as of Q3 2025.
  • Sonora Investment Management Group sold 3,615 Honeywell shares in Q3 2025, an estimated $755K.
  • Honeywell made up 0.43% of Sonora Investment Management Group's portfolio in Q3 2025, its #60 holding.
  • Sonora Investment Management Group first reported a position in Honeywell in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Honeywell position peaked at $8.64M in Q4 2022.
  • 2,645 funds tracked by Wall St. Rank held Honeywell as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.