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Fortis Group Advisors’s Resideo Technologies REZI Stock Holding History

Fortis Group Advisors’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 		$573 Hold
17
– – ﹤0.01% 541
2025
Q4 		$597 Hold
17
– – ﹤0.01% 534
2025
Q3 		$734 Hold
17
– – ﹤0.01% 486
2025
Q2 		$375 Hold
17
– – ﹤0.01% 492
2025
Q1 		$301 Hold
17
– – ﹤0.01% 467
2024
Q4 		$392 Hold
17
– – ﹤0.01% 474
2024
Q3 		$342 Hold
17
– – ﹤0.01% 468
2024
Q2 		$333 Hold
17
– – ﹤0.01% 470
2024
Q1 		$381 Sell
17
-17
-50% -$336 ﹤0.01% 481
2023
Q4 		$640 Buy
34
+17
+100% +$278 ﹤0.01% 423
2023
Q3 		$269 Buy
+17
New +$286 ﹤0.01% 423

Other funds holding REZI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return