Compass Financial Management’s Resideo Technologies REZI Stock Holding History

Compass Financial 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	$4.21K	Buy	+161	New	+$5.54K	﹤0.01%	1213

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

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 $3.37T AUM 44.26% 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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Compass Financial Management's REZI Position: Q2 2026 in Review

Compass Financial Management opened a new position in Resideo Technologies (REZI) in Q2 2026: 161 shares worth $4.21K. The stake represents ﹤0.01% of the portfolio and ranks #1213 among its holdings.

416 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

Compass Financial Management held 161 shares of Resideo Technologies worth $4.21K as of Q2 2026.
Resideo Technologies was a new Compass Financial Management position in Q2 2026.
Resideo Technologies made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #1213 holding.
416 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.