Unique Wealth Strategies’s Honeywell HON Stock Holding History

Unique Wealth Strategies’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
2024 Q3	–	Sell	-403	Closed	-$78K	–	411
2024 Q2	$78K	Buy	+403	New	+$76.7K	0.04%	224

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

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

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Unique Wealth Strategies's HON Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Honeywell (HON) in Q3 2024, closing a stake of 403 shares — an estimated $78K sold.

Unique Wealth Strategies first reported a position in HON in Q2 2024 and held it in 1 quarter. The position peaked at $78K in Q2 2024. 2,498 funds tracked by Wall St. Rank hold HON as of Q3 2024.

Unique Wealth Strategies reported no remaining Honeywell position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 403 Honeywell shares in Q3 2024, an estimated $78K.
Unique Wealth Strategies first reported a position in Honeywell in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Honeywell position peaked at $78K in Q2 2024.
2,498 funds tracked by Wall St. Rank held Honeywell as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.