BZWA
HON icon

Blue Zone Wealth Advisors’s Honeywell HON Stock Holding History

Blue Zone 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
Q3 		– Sell
-24,543
Closed -$5.39M – 131
2025
Q2 		$5.39M Buy
24,543
+46
+0.2% +$9.31K 1.35% 36
2025
Q1 		$4.89M Buy
24,497
+1,788
+8% +$362K 1.36% 36
2024
Q4 		$4.83M Buy
22,709
+881
+4% +$184K 1.39% 28
2024
Q3 		$4.25M Buy
21,828
+758
+4% +$147K 1.32% 37
2024
Q2 		$4.24M Sell
21,070
-59
-0.3% -$11.2K 1.46% 29
2024
Q1 		$4.09M Buy
21,129
+533
+3% +$100K 1.41% 34
2023
Q4 		$4.07M Buy
20,596
+560
+3% +$101K 1.62% 28
2023
Q3 		$3.49M Buy
20,036
+1,423
+8% +$260K 1.53% 31
2023
Q2 		$3.64M Buy
18,613
+861
+5% +$160K 1.68% 25
2023
Q1 		$3.2M Sell
17,752
-11
-0.1% -$2.07K 1.71% 22
2022
Q4 		$3.59M Buy
17,763
+215
+1% +$41.1K 1.92% 16
2022
Q3 		$2.76M Buy
17,548
+139
+0.8% +$24.2K 1.43% 25
2022
Q2 		$2.85M Buy
17,409
+242
+1% +$43.5K 1.29% 33
2022
Q1 		$3.15M Buy
17,167
+2,090
+14% +$387K 1.17% 33
2021
Q4 		$2.96M Buy
15,077
+1,070
+8% +$216K 0.98% 38
2021
Q3 		$2.8M Buy
14,007
+3,855
+38% +$822K 0.97% 40
2021
Q2 		$2.1M Hold
10,152
– – 0.79% 53
2021
Q1 		$2.08M Hold
10,152
– – 0.88% 46
2020
Q4 		$2.04M Hold
10,152
– – 0.99% 37
2020
Q3 		$1.57M Sell
10,152
-2,056
-17% -$306K 0.89% 33
2020
Q2 		$1.66M Buy
+12,208
New +$1.62M 0.93% 32

Other funds holding HON

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return