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

SS&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 Q4	$917K	Sell	4,702 -287	-6%	-$56.1K	0.27%	68
2025 Q3	$990K	Hold	4,989	–	–	0.3%	66
2025 Q2	$1.1M	Sell	4,989 -1,061	-18%	-$215K	0.37%	59
2025 Q1	$1.21M	Hold	6,050	–	–	0.45%	52
2024 Q4	$1.29M	Hold	6,050	–	–	0.47%	52
2024 Q3	$1.18M	Buy	6,050 +161	+3%	+$31.2K	0.43%	53
2024 Q2	$1.19M	Hold	5,889	–	–	0.46%	53
2024 Q1	$1.14M	Hold	5,889	–	–	0.47%	53
2023 Q4	$1.16M	Sell	5,889 -4	-0.1%	-$721	0.49%	52
2023 Q3	$1.03M	Buy	+5,893	New	+$1.08M	0.48%	53
2023 Q1	$1.06M	Hold	5,889	–	–	0.49%	54
2022 Q4	$1.19M	Sell	5,889 -424	-7%	-$81K	0.57%	54
2022 Q3	$993K	Hold	6,313	–	–	0.51%	58
2022 Q2	$1.03M	Hold	6,313	–	–	0.48%	60
2022 Q1	$1.16M	Buy	+6,313	New	+$1.17M	0.45%	61

Other funds holding HON

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

SS&H Financial Advisors's HON Position: Q4 2025 in Review

SS&H Financial Advisors reduced its Honeywell (HON) stake by 5.8% in Q4 2025, selling an estimated $56.1K and leaving 4,702 shares worth $917K. The position accounts for 0.27% of the portfolio, ranked #68.

SS&H Financial Advisors first reported a position in HON in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.29M in Q4 2024. 2,684 funds tracked by Wall St. Rank hold HON as of Q4 2025.

SS&H Financial Advisors held 4,702 shares of Honeywell worth $917K as of Q4 2025.
SS&H Financial Advisors sold 287 Honeywell shares in Q4 2025, an estimated $56.1K.
Honeywell made up 0.27% of SS&H Financial Advisors's portfolio in Q4 2025, its #68 holding.
SS&H Financial Advisors first reported a position in Honeywell in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's Honeywell position peaked at $1.29M in Q4 2024.
2,684 funds tracked by Wall St. Rank held Honeywell as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.