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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $984M AUM 34.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return