Bradley & Co Private Wealth Management’s Resideo Technologies REZI Stock Holding History

Bradley & Co Private 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 Q2	$1.96K	Hold	63	–	–	﹤0.01%	193
2026 Q1	$2.12K	Hold	63	–	–	﹤0.01%	181
2025 Q4	$2.21K	Hold	63	–	–	﹤0.01%	182
2025 Q3	$2.72K	Hold	63	–	–	﹤0.01%	173
2025 Q2	$1.39K	Hold	63	–	–	﹤0.01%	176
2025 Q1	$1.11K	Hold	63	–	–	﹤0.01%	172
2024 Q4	$1.45K	Buy	+63	New	+$1.48K	﹤0.01%	169
2024 Q2	$1.23K	Hold	63	–	–	﹤0.01%	165
2024 Q1	$1.41K	Hold	63	–	–	﹤0.01%	164
2023 Q4	$1.19K	Hold	63	–	–	﹤0.01%	178
2023 Q3	$995	Hold	63	–	–	﹤0.01%	159
2023 Q2	$1.11K	Hold	63	–	–	﹤0.01%	161
2023 Q1	$1.15K	Hold	63	–	–	﹤0.01%	160
2022 Q4	$1.04K	Hold	63	–	–	﹤0.01%	163
2022 Q3	$1K	Hold	63	–	–	﹤0.01%	175
2022 Q2	$1K	Hold	63	–	–	﹤0.01%	180
2022 Q1	$2K	Hold	63	–	–	﹤0.01%	144
2021 Q4	$2K	Hold	63	–	–	﹤0.01%	151
2021 Q3	$2K	Hold	63	–	–	﹤0.01%	152
2021 Q2	$2K	Hold	63	–	–	﹤0.01%	157
2021 Q1	$2K	Buy	+63	New	+$1.67K	﹤0.01%	159

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

Bradley & Co Private Wealth Management's REZI Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Resideo Technologies (REZI) position steady in Q2 2026 at 63 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #193.

Bradley & Co Private Wealth Management first reported a position in REZI in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.72K in Q3 2025. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

Bradley & Co Private Wealth Management held 63 shares of Resideo Technologies worth $1.96K as of Q2 2026.
Bradley & Co Private Wealth Management left its Resideo Technologies share count unchanged in Q2 2026.
Resideo Technologies made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #193 holding.
Bradley & Co Private Wealth Management first reported a position in Resideo Technologies in Q1 2021 and has held it in 21 quarters since.
Bradley & Co Private Wealth Management's Resideo Technologies position peaked at $2.72K in Q3 2025.
437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.