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AMJ Financial Wealth Management’s Resideo Technologies REZI Stock Holding History

AMJ Financial 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
Q1 		$6.33M Buy
187,788
+41,050
+28% +$1.47M 1.49% 30
2025
Q4 		$5.15M Buy
146,738
+117,159
+396% +$4.34M 1.22% 36
2025
Q3 		$1.28M Buy
+29,579
New +$924K 0.3% 49

Other funds holding REZI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AMJ Financial Wealth Management's REZI Position: Q1 2026 in Review

AMJ Financial Wealth Management increased its Resideo Technologies (REZI) stake by 28% in Q1 2026, buying an estimated $1.47M and bringing the position to 187,788 shares worth $6.33M. The position accounts for 1.49% of the portfolio, ranked #30.

AMJ Financial Wealth Management first reported a position in REZI in Q3 2025 and has held it in 3 quarters since. 446 funds tracked by Wall St. Rank hold REZI as of Q1 2026.

  • AMJ Financial Wealth Management held 187,788 shares of Resideo Technologies worth $6.33M as of Q1 2026.
  • AMJ Financial Wealth Management bought 41,050 Resideo Technologies shares in Q1 2026, an estimated $1.47M.
  • Resideo Technologies made up 1.49% of AMJ Financial Wealth Management's portfolio in Q1 2026, its #30 holding.
  • AMJ Financial Wealth Management first reported a position in Resideo Technologies in Q3 2025 and has held it in 3 quarters since.
  • 446 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2026.

Based on AMJ Financial Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.