Holos Integrated Wealth
REZI icon

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
Q3 		$133 Hold
8
– – ﹤0.01% 382
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

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Eagle Harbor Asset Management
Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Holos Integrated Wealth's REZI Position: Q3 2026 in Review

Holos Integrated Wealth held its Resideo Technologies (REZI) position steady in Q3 2026 at 8 shares worth $133. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Holos Integrated Wealth first reported a position in REZI in Q4 2024 and has held it in 8 quarters since. The position peaked at $321 in Q3 2025. 80 funds tracked by Wall St. Rank hold REZI as of Q3 2026.

  • Holos Integrated Wealth held 8 shares of Resideo Technologies worth $133 as of Q3 2026.
  • Holos Integrated Wealth left its Resideo Technologies share count unchanged in Q3 2026.
  • Resideo Technologies made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #382 holding.
  • Holos Integrated Wealth first reported a position in Resideo Technologies in Q4 2024 and has held it in 8 quarters since.
  • Holos Integrated Wealth's Resideo Technologies position peaked at $321 in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.