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Holos Integrated Wealth’s Resideo Technologies REZI Stock Holding History

Holos Integrated Wealth’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 		$259 Hold
8
– – ﹤0.01% 368
2026
Q1 		$280 Hold
8
– – ﹤0.01% 392
2025
Q4 		$281 Hold
8
– – ﹤0.01% 302
2025
Q3 		$321 Hold
8
– – ﹤0.01% 296
2025
Q2 		$218 Hold
8
– – ﹤0.01% 298
2025
Q1 		$142 Hold
8
– – ﹤0.01% 307
2024
Q4 		$184 Buy
+8
New +$188 ﹤0.01% 305

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

Holos Integrated Wealth's REZI Position: Q2 2026 in Review

Holos Integrated Wealth held its Resideo Technologies (REZI) position steady in Q2 2026 at 8 shares worth $259. The position accounts for ﹤0.01% of the portfolio, ranked #368.

Holos Integrated Wealth first reported a position in REZI in Q4 2024 and has held it in 7 quarters since. The position peaked at $321 in Q3 2025. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Holos Integrated Wealth held 8 shares of Resideo Technologies worth $259 as of Q2 2026.
  • Holos Integrated Wealth left its Resideo Technologies share count unchanged in Q2 2026.
  • Resideo Technologies made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #368 holding.
  • Holos Integrated Wealth first reported a position in Resideo Technologies in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Resideo Technologies position peaked at $321 in Q3 2025.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.