Surience Private Wealth’s Honeywell HON Stock Holding History

Surience Private Wealth’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	-21,033	Closed	-$4.48M	–	29
2024 Q4	$4.48M	Buy	+21,033	New	+$4.39M	5.78%	5

Other funds holding HON

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Surience Private Wealth's HON Position: Q1 2025 in Review

Surience Private Wealth sold out of Honeywell (HON) in Q1 2025, closing a stake of 21,033 shares — an estimated $4.48M sold.

Surience Private Wealth first reported a position in HON in Q4 2024 and held it in 1 quarter. The position peaked at $4.48M in Q4 2024. 2,645 funds tracked by Wall St. Rank hold HON as of Q1 2025.

Surience Private Wealth reported no remaining Honeywell position as of Q1 2025 after selling out during the quarter.
Surience Private Wealth sold 21,033 Honeywell shares in Q1 2025, an estimated $4.48M.
Surience Private Wealth first reported a position in Honeywell in Q4 2024 and held it in 1 quarter.
Surience Private Wealth's Honeywell position peaked at $4.48M in Q4 2024.
2,645 funds tracked by Wall St. Rank held Honeywell as of Q1 2025.

Based on Surience Private Wealth's 13F filing for Q1 2025, filed 24 Apr 2025.