Asset Planning Inc
REZI icon

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
Q3 		$454 Hold
25
– – ﹤0.01% 316
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Asset Planning Inc's REZI Position: Q3 2026 in Review

Asset Planning Inc held its Resideo Technologies (REZI) position steady in Q3 2026 at 25 shares worth $454. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Asset Planning Inc first reported a position in REZI in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.49K in Q4 2024. 251 funds tracked by Wall St. Rank hold REZI as of Q3 2026.

  • Asset Planning Inc held 25 shares of Resideo Technologies worth $454 as of Q3 2026.
  • Asset Planning Inc left its Resideo Technologies share count unchanged in Q3 2026.
  • Resideo Technologies made up ﹤0.01% of Asset Planning Inc's portfolio in Q3 2026, its #316 holding.
  • Asset Planning Inc first reported a position in Resideo Technologies in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's Resideo Technologies position peaked at $7.49K in Q4 2024.
  • 251 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.