N.E.W. Advisory Services’s Resideo Technologies REZI Stock Holding History

N.E.W. Advisory Services’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	$7.43K	Hold	239	–	–	﹤0.01%	685
2026 Q1	$8.06K	Hold	239	–	–	﹤0.01%	672
2025 Q4	$8.39K	Hold	239	–	–	﹤0.01%	641
2025 Q3	$10.3K	Hold	239	–	–	﹤0.01%	573
2025 Q2	$5.27K	Hold	239	–	–	﹤0.01%	647
2025 Q1	$4.23K	Buy	+239	New	+$4.91K	﹤0.01%	725

Other funds holding REZI

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

N.E.W. Advisory Services's REZI Position: Q2 2026 in Review

N.E.W. Advisory Services held its Resideo Technologies (REZI) position steady in Q2 2026 at 239 shares worth $7.43K. The position accounts for ﹤0.01% of the portfolio, ranked #685.

N.E.W. Advisory Services first reported a position in REZI in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.3K in Q3 2025. 436 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

N.E.W. Advisory Services held 239 shares of Resideo Technologies worth $7.43K as of Q2 2026.
N.E.W. Advisory Services left its Resideo Technologies share count unchanged in Q2 2026.
Resideo Technologies made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #685 holding.
N.E.W. Advisory Services first reported a position in Resideo Technologies in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Resideo Technologies position peaked at $10.3K in Q3 2025.
436 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.