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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
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

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

Mascoma Wealth Management's REZI Position: Q2 2026 in Review

Mascoma Wealth Management opened a new position in Resideo Technologies (REZI) in Q2 2026: 141 shares worth $4.38K. The stake represents ﹤0.01% of the portfolio and ranks #387 among its holdings. This is a return to the name: Mascoma Wealth Management previously reported a position in REZI as recently as Q2 2019.

Mascoma Wealth Management first reported a position in REZI in Q1 2019 and has held it in 3 quarters since. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Mascoma Wealth Management held 141 shares of Resideo Technologies worth $4.38K as of Q2 2026.
  • Resideo Technologies was a new Mascoma Wealth Management position in Q2 2026.
  • Resideo Technologies made up ﹤0.01% of Mascoma Wealth Management's portfolio in Q2 2026, its #387 holding.
  • Mascoma Wealth Management first reported a position in Resideo Technologies in Q1 2019 and has held it in 3 quarters since.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.