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Measured Wealth Private Client Group’s Resideo Technologies REZI Stock Holding History

Measured Wealth Private Client Group’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 		$2.12K Hold
68
– – ﹤0.01% 642
2026
Q1 		$2.29K Hold
68
– – ﹤0.01% 637
2025
Q4 		$2.39K Hold
68
– – ﹤0.01% 638
2025
Q3 		$2.94K Buy
+68
New +$2.12K ﹤0.01% 628
2024
Q3 		– Sell
-20,628
Closed -$403K – 200
2024
Q2 		$403K Buy
+20,628
New +$427K 0.14% 118

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

Measured Wealth Private Client Group's REZI Position: Q2 2026 in Review

Measured Wealth Private Client Group held its Resideo Technologies (REZI) position steady in Q2 2026 at 68 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #642.

Measured Wealth Private Client Group first reported a position in REZI in Q2 2024 and has held it in 5 quarters since. The position peaked at $403K in Q2 2024. 436 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Measured Wealth Private Client Group held 68 shares of Resideo Technologies worth $2.12K as of Q2 2026.
  • Measured Wealth Private Client Group left its Resideo Technologies share count unchanged in Q2 2026.
  • Resideo Technologies made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #642 holding.
  • Measured Wealth Private Client Group first reported a position in Resideo Technologies in Q2 2024 and has held it in 5 quarters since.
  • Measured Wealth Private Client Group's Resideo Technologies position peaked at $403K in Q2 2024.
  • 436 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.