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Integrated Wealth Concepts’s Resideo Technologies REZI Stock Holding History

Integrated Wealth Concepts’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 		$132K Buy
+4,256
New +$146K ﹤0.01% 2606

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

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

Integrated Wealth Concepts opened a new position in Resideo Technologies (REZI) in Q2 2026: 4,256 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #2606 among its holdings.

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

  • Integrated Wealth Concepts held 4,256 shares of Resideo Technologies worth $132K as of Q2 2026.
  • Resideo Technologies was a new Integrated Wealth Concepts position in Q2 2026.
  • Resideo Technologies made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2606 holding.
  • 436 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.