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Tandem Wealth Advisors’s Honeywell HON Stock Holding History

Tandem Wealth 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
Q2 		– Sell
-1,396
Closed -$279K – 52
2025
Q1 		$279K Sell
1,396
-14
-1% -$2.83K 0.15% 49
2024
Q4 		$300K Buy
1,410
+91
+7% +$19K 0.15% 47
2024
Q3 		$257K Buy
1,319
+53
+4% +$10.3K 0.13% 49
2024
Q2 		$255K Hold
1,266
– – 0.14% 44
2024
Q1 		$245K Hold
1,266
– – 0.13% 49
2023
Q4 		$250K Hold
1,266
– – 0.14% 47
2023
Q3 		$220K Sell
1,266
-32
-2% -$5.86K 0.13% 46
2023
Q2 		$254K Sell
1,298
-493
-28% -$91.6K 0.15% 41
2023
Q1 		$323K Sell
1,791
-18
-1% -$3.38K 0.2% 32
2022
Q4 		$365K Buy
+1,809
New +$346K 0.23% 32

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tandem Wealth Advisors's HON Position: Q2 2025 in Review

Tandem Wealth Advisors sold out of Honeywell (HON) in Q2 2025, closing a stake of 1,396 shares — an estimated $279K sold.

Tandem Wealth Advisors first reported a position in HON in Q4 2022 and held it in 10 quarters. The position peaked at $365K in Q4 2022. 2,699 funds tracked by Wall St. Rank hold HON as of Q2 2025.

  • Tandem Wealth Advisors reported no remaining Honeywell position as of Q2 2025 after selling out during the quarter.
  • Tandem Wealth Advisors sold 1,396 Honeywell shares in Q2 2025, an estimated $279K.
  • Tandem Wealth Advisors first reported a position in Honeywell in Q4 2022 and held it in 10 quarters.
  • Tandem Wealth Advisors's Honeywell position peaked at $365K in Q4 2022.
  • 2,699 funds tracked by Wall St. Rank held Honeywell as of Q2 2025.

Based on Tandem Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.