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 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

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Tower Trust & Investment Company Davenport, Iowa $165M AUM 28.96% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return