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Asset Planning Inc’s Resideo Technologies REZI Stock Holding History

Asset Planning Inc’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 		$843 Hold
25
– – ﹤0.01% 288
2025
Q4 		$878 Hold
25
– – ﹤0.01% 284
2025
Q3 		$1.08K Hold
25
– – ﹤0.01% 282
2025
Q2 		$552 Hold
25
– – ﹤0.01% 280
2025
Q1 		$443 Sell
25
-300
-92% -$6.16K ﹤0.01% 292
2024
Q4 		$7.49K Buy
+325
New +$7.62K 0.01% 257

Other funds holding REZI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 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