West Financial Advisors’s Honeywell HON Stock Holding History

West 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	–	Sell	-705	Closed	-$140K	–	238
2025 Q3	$140K	Sell	705 -32	-4%	-$6.68K	0.02%	71
2025 Q2	$162K	Hold	737	–	–	0.03%	65
2025 Q1	$147K	Hold	737	–	–	0.03%	70
2024 Q4	$157K	Hold	737	–	–	0.03%	65
2024 Q3	$144K	Hold	737	–	–	0.03%	62
2024 Q2	$148K	Hold	737	–	–	0.03%	61
2024 Q1	$143K	Hold	737	–	–	0.03%	61
2023 Q4	$146K	Hold	737	–	–	0.03%	60
2023 Q3	$128K	Hold	737	–	–	0.03%	62
2023 Q2	$144K	Buy	737 +32	+5%	+$5.94K	0.04%	61
2023 Q1	$127K	Hold	705	–	–	0.03%	63
2022 Q4	$142K	Sell	705 -212	-23%	-$40.5K	0.04%	61
2022 Q3	$144K	Hold	917	–	–	0.04%	62
2022 Q2	$150K	Hold	917	–	–	0.04%	62
2022 Q1	$168K	Hold	917	–	–	0.04%	62
2021 Q4	$180K	Hold	917	–	–	0.05%	62
2021 Q3	$183K	Hold	917	–	–	0.05%	54
2021 Q2	$190K	Hold	917	–	–	0.06%	47
2021 Q1	$188K	Hold	917	–	–	0.06%	48
2020 Q4	$184K	Buy	+917	New	+$167K	0.07%	47

Other funds holding HON

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

West Financial Advisors's HON Position: Q4 2025 in Review

West Financial Advisors sold out of Honeywell (HON) in Q4 2025, closing a stake of 705 shares — an estimated $140K sold.

West Financial Advisors first reported a position in HON in Q4 2020 and held it in 20 quarters. The position peaked at $190K in Q2 2021. 2,691 funds tracked by Wall St. Rank hold HON as of Q4 2025.

West Financial Advisors reported no remaining Honeywell position as of Q4 2025 after selling out during the quarter.
West Financial Advisors sold 705 Honeywell shares in Q4 2025, an estimated $140K.
West Financial Advisors first reported a position in Honeywell in Q4 2020 and held it in 20 quarters.
West Financial Advisors's Honeywell position peaked at $190K in Q2 2021.
2,691 funds tracked by Wall St. Rank held Honeywell as of Q4 2025.

Based on West Financial Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.