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Medallion Wealth Advisors’s Resideo Technologies REZI Stock Holding History

Medallion Wealth Advisors’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 		$3.61K Hold
116
– – ﹤0.01% 904
2026
Q1 		$3.91K Hold
116
– – ﹤0.01% 918
2025
Q4 		$4.07K Buy
+116
New +$4.29K ﹤0.01% 899
2025
Q2 		– Sell
-2
Closed -$36 – 1123
2025
Q1 		$36 Hold
2
– – ﹤0.01% 1062
2024
Q4 		$46 Buy
+2
New +$47 ﹤0.01% 1004

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

Medallion Wealth Advisors's REZI Position: Q2 2026 in Review

Medallion Wealth Advisors held its Resideo Technologies (REZI) position steady in Q2 2026 at 116 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #904.

Medallion Wealth Advisors first reported a position in REZI in Q4 2024 and has held it in 5 quarters since. The position peaked at $4.07K in Q4 2025. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Medallion Wealth Advisors held 116 shares of Resideo Technologies worth $3.61K as of Q2 2026.
  • Medallion Wealth Advisors left its Resideo Technologies share count unchanged in Q2 2026.
  • Resideo Technologies made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #904 holding.
  • Medallion Wealth Advisors first reported a position in Resideo Technologies in Q4 2024 and has held it in 5 quarters since.
  • Medallion Wealth Advisors's Resideo Technologies position peaked at $4.07K in Q4 2025.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.