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Mascoma Wealth Management’s Resideo Technologies REZI Stock Holding History

Mascoma 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
Q3 		$4.16K Buy
229
+88
+62% +$2.24K ﹤0.01% 402
2026
Q2 		$4.38K Buy
+141
New +$4.85K ﹤0.01% 387
2019
Q3 		– Sell
-120
Closed -$3K – 277
2019
Q2 		$3K Hold
120
– – ﹤0.01% 326
2019
Q1 		$2K Buy
+120
New +$2.66K ﹤0.01% 357

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

Mascoma Wealth Management's REZI Position: Q3 2026 in Review

Mascoma Wealth Management increased its Resideo Technologies (REZI) stake by 62% in Q3 2026, buying an estimated $2.24K and bringing the position to 229 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Mascoma Wealth Management first reported a position in REZI in Q1 2019 and has held it in 4 quarters since. The position peaked at $4.38K in Q2 2026. 80 funds tracked by Wall St. Rank hold REZI as of Q3 2026.

  • Mascoma Wealth Management held 229 shares of Resideo Technologies worth $4.16K as of Q3 2026.
  • Mascoma Wealth Management bought 88 Resideo Technologies shares in Q3 2026, an estimated $2.24K.
  • Resideo Technologies made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q3 2026, its #402 holding.
  • Mascoma Wealth Management first reported a position in Resideo Technologies in Q1 2019 and has held it in 4 quarters since.
  • Mascoma Wealth Management's Resideo Technologies position peaked at $4.38K in Q2 2026.
  • 80 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2026.

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