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

Cassaday & Co 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 		$3.42K Buy
110
+16
+17% +$550 ﹤0.01% 988
2026
Q1 		$3.17K Buy
+94
New +$3.36K ﹤0.01% 1029

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

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

Cassaday & Co Wealth Management increased its Resideo Technologies (REZI) stake by 17% in Q2 2026, buying an estimated $550 and bringing the position to 110 shares worth $3.42K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Cassaday & Co Wealth Management first reported a position in REZI in Q1 2026 and has held it in 2 quarters since. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Cassaday & Co Wealth Management held 110 shares of Resideo Technologies worth $3.42K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 16 Resideo Technologies shares in Q2 2026, an estimated $550.
  • Resideo Technologies made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #988 holding.
  • Cassaday & Co Wealth Management first reported a position in Resideo Technologies in Q1 2026 and has held it in 2 quarters since.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

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