SFG
HON icon

Sterling Financial Group’s Honeywell HON Stock Holding History

Sterling Financial 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
Q1 		– Sell
-1,049
Closed -$223K – 66
2024
Q4 		$223K Buy
+1,049
New +$219K 0.08% 64
2023
Q3 		– Sell
-1,526
Closed -$298K – 63
2023
Q2 		$298K Buy
1,526
+53
+4% +$9.84K 0.2% 43
2023
Q1 		$297K Hold
1,473
– – 0.23% 38
2022
Q4 		$297K Buy
+1,473
New +$281K 0.23% 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

Sterling Financial Group's HON Position: Q1 2025 in Review

Sterling Financial Group sold out of Honeywell (HON) in Q1 2025, closing a stake of 1,049 shares — an estimated $223K sold.

Sterling Financial Group first reported a position in HON in Q4 2022 and held it in 4 quarters. The position peaked at $298K in Q2 2023. 2,645 funds tracked by Wall St. Rank hold HON as of Q1 2025.

  • Sterling Financial Group reported no remaining Honeywell position as of Q1 2025 after selling out during the quarter.
  • Sterling Financial Group sold 1,049 Honeywell shares in Q1 2025, an estimated $223K.
  • Sterling Financial Group first reported a position in Honeywell in Q4 2022 and held it in 4 quarters.
  • Sterling Financial Group's Honeywell position peaked at $298K in Q2 2023.
  • 2,645 funds tracked by Wall St. Rank held Honeywell as of Q1 2025.

Based on Sterling Financial Group's 13F filing for Q1 2025, filed 16 Apr 2025.