AllSquare Wealth Management’s Resideo Technologies REZI Stock Holding History

AllSquare 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
2025 Q3	$5.48K	Hold	127	–	–	﹤0.01%	430
2025 Q2	$2.8K	Hold	127	–	–	﹤0.01%	457
2025 Q1	$2.25K	Hold	127	–	–	﹤0.01%	467
2024 Q4	$2.93K	Hold	127	–	–	﹤0.01%	452
2024 Q3	$2.56K	Hold	127	–	–	﹤0.01%	461
2024 Q2	$2.48K	Hold	127	–	–	﹤0.01%	457
2024 Q1	$2.85K	Hold	127	–	–	﹤0.01%	452
2023 Q4	$2.39K	Hold	127	–	–	﹤0.01%	457
2023 Q3	$2.01K	Hold	127	–	–	﹤0.01%	467
2023 Q2	$2.08K	Hold	127	–	–	﹤0.01%	476
2023 Q1	$2.32K	Hold	127	–	–	﹤0.01%	469
2022 Q4	$2.09K	Hold	127	–	–	﹤0.01%	459
2022 Q3	$2K	Hold	127	–	–	﹤0.01%	461
2022 Q2	$2K	Hold	127	–	–	﹤0.01%	466
2022 Q1	$3K	Hold	127	–	–	﹤0.01%	453
2021 Q4	$3K	Hold	127	–	–	﹤0.01%	456
2021 Q3	$3K	Hold	127	–	–	﹤0.01%	439
2021 Q2	$4K	Hold	127	–	–	﹤0.01%	442
2021 Q1	$4K	Hold	127	–	–	﹤0.01%	433
2020 Q4	$3K	Sell	127 -9	-7%	-$144	﹤0.01%	410
2020 Q3	$1K	Hold	136	–	–	﹤0.01%	456
2020 Q2	$2K	Hold	136	–	–	﹤0.01%	432
2020 Q1	$1K	Hold	136	–	–	﹤0.01%	436
2019 Q4	$2K	Hold	136	–	–	﹤0.01%	421
2019 Q3	$2K	Hold	136	–	–	﹤0.01%	418
2019 Q2	$3K	Hold	136	–	–	﹤0.01%	413
2019 Q1	$3K	Hold	136	–	–	﹤0.01%	416
2018 Q4	$3K	Buy	+136	New	+$2.9K	﹤0.01%	407

Other funds holding REZI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CDR

Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllSquare Wealth Management's REZI Position: Q3 2025 in Review

AllSquare Wealth Management held its Resideo Technologies (REZI) position steady in Q3 2025 at 127 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #430.

AllSquare Wealth Management first reported a position in REZI in Q4 2018 and has held it in 28 quarters since. 453 funds tracked by Wall St. Rank hold REZI as of Q3 2025.

AllSquare Wealth Management held 127 shares of Resideo Technologies worth $5.48K as of Q3 2025.
AllSquare Wealth Management left its Resideo Technologies share count unchanged in Q3 2025.
Resideo Technologies made up ﹤0.01% of AllSquare Wealth Management's portfolio in Q3 2025, its #430 holding.
AllSquare Wealth Management first reported a position in Resideo Technologies in Q4 2018 and has held it in 28 quarters since.
453 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.