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Allied Private Wealth’s Resideo Technologies REZI Stock Holding History

Allied Private Wealth’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 		$1.59K Buy
+50
New +$1.72K ﹤0.01% 757

Other funds holding REZI

BlackRock
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Allied Private Wealth's REZI Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Resideo Technologies (REZI) in Q2 2026: 50 shares worth $1.59K. The stake represents ﹤0.01% of the portfolio and ranks #757 among its holdings.

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

  • Allied Private Wealth held 50 shares of Resideo Technologies worth $1.59K as of Q2 2026.
  • Resideo Technologies was a new Allied Private Wealth position in Q2 2026.
  • Resideo Technologies made up ﹤0.01% of Allied Private Wealth's portfolio in Q2 2026, its #757 holding.
  • 435 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.