Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Resideo Technologies REZI Stock Holding History

Carson Wealth (CWM 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
Q1 		$251K Buy
7,445
+89
+1% +$3.18K ﹤0.01% 2534
2025
Q4 		$258K Buy
7,356
+93
+1% +$3.44K ﹤0.01% 2359
2025
Q3 		$314K Buy
7,263
+300
+4% +$9.37K ﹤0.01% 2092
2025
Q2 		$154K Buy
6,963
+3,971
+133% +$75.8K ﹤0.01% 2393
2025
Q1 		$53K Buy
2,992
+98
+3% +$2.01K ﹤0.01% 2942
2024
Q4 		$67K Buy
2,894
+344
+13% +$8.07K ﹤0.01% 2579
2024
Q3 		$51K Buy
2,550
+496
+24% +$9.84K ﹤0.01% 2680
2024
Q2 		$40K Buy
2,054
+131
+7% +$2.71K ﹤0.01% 2621
2024
Q1 		$43K Buy
1,923
+242
+14% +$4.78K ﹤0.01% 2403
2023
Q4 		$32K Sell
1,681
-1,434
-46% -$23.5K ﹤0.01% 2477
2023
Q3 		$49K Sell
3,115
-528
-14% -$8.88K ﹤0.01% 2077
2023
Q2 		$64K Buy
3,643
+35
+1% +$604 ﹤0.01% 1822
2023
Q1 		$66K Sell
3,608
-93
-3% -$1.68K ﹤0.01% 1719
2022
Q4 		$61K Buy
3,701
+2,480
+203% +$45K ﹤0.01% 1624
2022
Q3 		$23K Buy
1,221
+656
+116% +$13.9K ﹤0.01% 2145
2022
Q2 		$11K Sell
565
-725
-56% -$16.4K ﹤0.01% 2530
2022
Q1 		$31K Buy
1,290
+287
+29% +$7.2K ﹤0.01% 1827
2021
Q4 		$26K Buy
+1,003
New +$26K ﹤0.01% 1853
2021
Q2 		$15K Hold
506
– – ﹤0.01% 1935
2021
Q1 		$15K Hold
506
– – ﹤0.01% 1934
2020
Q4 		$15K Hold
506
– – ﹤0.01% 1934
2020
Q3 		$15K Hold
506
– – ﹤0.01% 1934
2020
Q2 		$15K Hold
506
– – ﹤0.01% 1934
2020
Q1 		$15K Hold
506
– – ﹤0.01% 1933
2019
Q4 		$15K Hold
506
– – ﹤0.01% 1933
2019
Q3 		$15K Hold
506
– – ﹤0.01% 1933
2019
Q2 		$15K Hold
506
– – ﹤0.01% 1933
2019
Q1 		$15K Sell
506
-124
-20% -$2.75K ﹤0.01% 1933
2018
Q4 		$13K Buy
+630
New +$13.4K ﹤0.01% 1256

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Carson Wealth (CWM LLC)'s REZI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Resideo Technologies (REZI) stake by 1.2% in Q1 2026, buying an estimated $3.18K and bringing the position to 7,445 shares worth $251K. The position accounts for ﹤0.01% of the portfolio, ranked #2534.

Carson Wealth (CWM LLC) first reported a position in REZI in Q4 2018 and has held it in 29 quarters since. The position peaked at $314K in Q3 2025. 448 funds tracked by Wall St. Rank hold REZI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 7,445 shares of Resideo Technologies worth $251K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 89 Resideo Technologies shares in Q1 2026, an estimated $3.18K.
  • Resideo Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2534 holding.
  • Carson Wealth (CWM LLC) first reported a position in Resideo Technologies in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Resideo Technologies position peaked at $314K in Q3 2025.
  • 448 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.