Abound Wealth Management
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Abound Wealth Management’s Resideo Technologies REZI Stock Holding History

Abound Wealth Management’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 		$146 Hold
8
– – ﹤0.01% 1247
2026
Q2 		$249 Hold
8
– – ﹤0.01% 1068
2026
Q1 		$270 Hold
8
– – ﹤0.01% 1149
2025
Q4 		$281 Hold
8
– – ﹤0.01% 1076
2025
Q3 		$346 Hold
8
– – ﹤0.01% 980
2025
Q2 		$177 Hold
8
– – ﹤0.01% 1087
2025
Q1 		$142 Sell
8
-1
-11% -$21 ﹤0.01% 1120
2024
Q4 		$208 Hold
9
– – ﹤0.01% 1051
2024
Q3 		$182 Sell
9
-12
-57% -$238 ﹤0.01% 1223
2024
Q2 		$411 Hold
21
– – ﹤0.01% 886
2024
Q1 		$471 Hold
21
– – ﹤0.01% 911
2023
Q4 		$396 Hold
21
– – ﹤0.01% 1026
2023
Q3 		$332 Hold
21
– – ﹤0.01% 976
2023
Q2 		$371 Buy
+21
New +$362 ﹤0.01% 960

Other funds holding REZI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Abound Wealth Management's REZI Position: Q3 2026 in Review

Abound Wealth Management held its Resideo Technologies (REZI) position steady in Q3 2026 at 8 shares worth $146. The position accounts for ﹤0.01% of the portfolio, ranked #1247.

Abound Wealth Management first reported a position in REZI in Q2 2023 and has held it in 14 quarters since. The position peaked at $471 in Q1 2024. 191 funds tracked by Wall St. Rank hold REZI as of Q3 2026.

  • Abound Wealth Management held 8 shares of Resideo Technologies worth $146 as of Q3 2026.
  • Abound Wealth Management left its Resideo Technologies share count unchanged in Q3 2026.
  • Resideo Technologies made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #1247 holding.
  • Abound Wealth Management first reported a position in Resideo Technologies in Q2 2023 and has held it in 14 quarters since.
  • Abound Wealth Management's Resideo Technologies position peaked at $471 in Q1 2024.
  • 191 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.