Institute for Wealth Management’s Resideo Technologies REZI Stock Holding History

Institute for Wealth Management’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	$507	Buy	+16	New	+$550	﹤0.01%	1701

Other funds holding REZI

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Institute for Wealth Management's REZI Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Resideo Technologies (REZI) in Q2 2026: 16 shares worth $507. The stake represents ﹤0.01% of the portfolio and ranks #1701 among its holdings.

214 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

Institute for Wealth Management held 16 shares of Resideo Technologies worth $507 as of Q2 2026.
Resideo Technologies was a new Institute for Wealth Management position in Q2 2026.
Resideo Technologies made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1701 holding.
214 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.