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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
Q2 		$778 Hold
25
– – ﹤0.01% 322
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 $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

Asset Planning Inc's REZI Position: Q2 2026 in Review

Asset Planning Inc held its Resideo Technologies (REZI) position steady in Q2 2026 at 25 shares worth $778. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Asset Planning Inc first reported a position in REZI in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.49K in Q4 2024. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Asset Planning Inc held 25 shares of Resideo Technologies worth $778 as of Q2 2026.
  • Asset Planning Inc left its Resideo Technologies share count unchanged in Q2 2026.
  • Resideo Technologies made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #322 holding.
  • Asset Planning Inc first reported a position in Resideo Technologies in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Resideo Technologies position peaked at $7.49K in Q4 2024.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.