Bogart Wealth LLC’s Resideo Technologies REZI Stock Holding History

Bogart Wealth LLC’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	$3.02K	Hold	97	–	–	﹤0.01%	1348
2026 Q1	$3.27K	Hold	97	–	–	﹤0.01%	1166
2025 Q4	$3.41K	Hold	97	–	–	﹤0.01%	1077
2025 Q3	$4.19K	Hold	97	–	–	﹤0.01%	1012
2025 Q2	$2.14K	Hold	97	–	–	﹤0.01%	1095
2025 Q1	$1.72K	Sell	97 -22	-18%	-$452	﹤0.01%	1100
2024 Q4	$2.74K	Buy	+119	New	+$2.79K	﹤0.01%	1031
2020 Q3	–	Sell	-16	Closed	–	–	481
2020 Q2	$0	Hold	16	–	–	﹤0.01%	465
2020 Q1	$0	Hold	16	–	–	﹤0.01%	454
2019 Q4	$0	Buy	+16	New	+$182	﹤0.01%	405
2019 Q3	–	Sell	-1	Closed	–	–	378
2019 Q2	$0	Hold	1	–	–	﹤0.01%	362
2019 Q1	$0	Buy	+1	New	+$22	﹤0.01%	368

Other funds holding REZI

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bogart Wealth LLC's REZI Position: Q2 2026 in Review

Bogart Wealth LLC held its Resideo Technologies (REZI) position steady in Q2 2026 at 97 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Bogart Wealth LLC first reported a position in REZI in Q1 2019 and has held it in 12 quarters since. The position peaked at $4.19K in Q3 2025. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

Bogart Wealth LLC held 97 shares of Resideo Technologies worth $3.02K as of Q2 2026.
Bogart Wealth LLC left its Resideo Technologies share count unchanged in Q2 2026.
Resideo Technologies made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1348 holding.
Bogart Wealth LLC first reported a position in Resideo Technologies in Q1 2019 and has held it in 12 quarters since.
Bogart Wealth LLC's Resideo Technologies position peaked at $4.19K in Q3 2025.
437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.