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Cyndeo Wealth Partners’s Resideo Technologies REZI Stock Holding History

Cyndeo Wealth Partners’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 		$425K Hold
13,651
– – 0.02% 369
2026
Q1 		$460K Hold
13,651
– – 0.02% 337
2025
Q4 		$479K Hold
13,651
– – 0.03% 324
2025
Q3 		$589K Buy
+13,651
New +$426K 0.03% 289

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

Cyndeo Wealth Partners's REZI Position: Q2 2026 in Review

Cyndeo Wealth Partners held its Resideo Technologies (REZI) position steady in Q2 2026 at 13,651 shares worth $425K. The position accounts for 0.02% of the portfolio, ranked #369.

Cyndeo Wealth Partners first reported a position in REZI in Q3 2025 and has held it in 4 quarters since. The position peaked at $589K in Q3 2025. 436 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Cyndeo Wealth Partners held 13,651 shares of Resideo Technologies worth $425K as of Q2 2026.
  • Cyndeo Wealth Partners left its Resideo Technologies share count unchanged in Q2 2026.
  • Resideo Technologies made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #369 holding.
  • Cyndeo Wealth Partners first reported a position in Resideo Technologies in Q3 2025 and has held it in 4 quarters since.
  • Cyndeo Wealth Partners's Resideo Technologies position peaked at $589K in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.