Action Point Financial Planning’s Resideo Technologies REZI Stock Holding History

Action Point Financial Planning’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	$4.23K	Buy	+138	New	+$4.75K	﹤0.01%	1888

Other funds holding REZI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Action Point Financial Planning's REZI Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Resideo Technologies (REZI) in Q2 2026: 138 shares worth $4.23K. The stake represents ﹤0.01% of the portfolio and ranks #1888 among its holdings.

435 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

Action Point Financial Planning held 138 shares of Resideo Technologies worth $4.23K as of Q2 2026.
Resideo Technologies was a new Action Point Financial Planning position in Q2 2026.
Resideo Technologies made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1888 holding.
435 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.