Fortitude Family Office’s Resideo Technologies REZI Stock Holding History

Fortitude Family Office’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 Q3	$1.67K	Sell	92 -21	-19%	-$534	﹤0.01%	2078
2026 Q2	$3.51K	Sell	113 -51	-31%	-$1.75K	﹤0.01%	1245
2026 Q1	$5.53K	Buy	164 +100	+156%	+$3.57K	﹤0.01%	879
2025 Q4	$2.25K	Sell	64 -3	-4%	-$111	﹤0.01%	1127
2025 Q3	$2.89K	Buy	67 +11	+20%	+$344	﹤0.01%	1047
2025 Q2	$1.24K	Sell	56 -61	-52%	-$1.16K	﹤0.01%	1411
2025 Q1	$2.07K	Sell	117 -3	-3%	-$62	﹤0.01%	916
2024 Q4	$2.77K	Buy	120 +3	+3%	+$70	﹤0.01%	973
2024 Q3	$2.36K	Buy	+117	New	+$2.32K	﹤0.01%	966

Other funds holding REZI

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Fortitude Family Office's REZI Position: Q3 2026 in Review

Fortitude Family Office reduced its Resideo Technologies (REZI) stake by 19% in Q3 2026, selling an estimated $534 and leaving 92 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Fortitude Family Office first reported a position in REZI in Q3 2024 and has held it in 9 quarters since. The position peaked at $5.53K in Q1 2026. 35 funds tracked by Wall St. Rank hold REZI as of Q3 2026.

Fortitude Family Office held 92 shares of Resideo Technologies worth $1.67K as of Q3 2026.
Fortitude Family Office sold 21 Resideo Technologies shares in Q3 2026, an estimated $534.
Resideo Technologies made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2078 holding.
Fortitude Family Office first reported a position in Resideo Technologies in Q3 2024 and has held it in 9 quarters since.
Fortitude Family Office's Resideo Technologies position peaked at $5.53K in Q1 2026.
35 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.