Superior Planning, LLC’s Resideo Technologies REZI Stock Holding History

Superior Planning, LLC’s Portfolio REZI Stock Details REZI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.63K	Buy	+90	New	+$2.29K	﹤0.01%	1620

Other funds holding REZI

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Clayton Dubilier & Rice New York $725M AUM 259.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Superior Planning, LLC's REZI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Resideo Technologies (REZI) in Q3 2026: 90 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #1620 among its holdings.

272 funds tracked by Wall St. Rank hold REZI as of Q3 2026.

Superior Planning, LLC held 90 shares of Resideo Technologies worth $1.63K as of Q3 2026.
Resideo Technologies was a new Superior Planning, LLC position in Q3 2026.
Resideo Technologies made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1620 holding.
272 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.