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Honeywell International shares owned by UMA Financial Services

Quarter-by-quarter ownership of Honeywell International (HON) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Honeywell International

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All positions including Honeywell International held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Honeywell International by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $168k 799 210.47
2025-06-30 $157k 674 232.84
2025-03-31 $140k 661 211.72
2024-12-31 $160k 708 225.86

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Honeywell International

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Newport Trust
Wellington Management Company
Jpmorgan Chase & Co
Franklin Resources
Barclays
UBS Group
Nomura Holdings
Massachusetts Financial Services
Royal Bank of Canada
Bank of New York Mellon

View all funds holding Honeywell International