PWMA
REZI icon

Pension & Wealth Management Advisors’s Resideo Technologies REZI Stock Holding History

Pension & Wealth Management 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 		$249 Hold
8
– – ﹤0.01% 530
2026
Q1 		$270 Hold
8
– – ﹤0.01% 498
2025
Q4 		$281 Buy
+8
New +$296 ﹤0.01% 513

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Pension & Wealth Management Advisors's REZI Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Resideo Technologies (REZI) position steady in Q2 2026 at 8 shares worth $249. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Pension & Wealth Management Advisors first reported a position in REZI in Q4 2025 and has held it in 3 quarters since. The position peaked at $281 in Q4 2025. 416 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Pension & Wealth Management Advisors held 8 shares of Resideo Technologies worth $249 as of Q2 2026.
  • Pension & Wealth Management Advisors left its Resideo Technologies share count unchanged in Q2 2026.
  • Resideo Technologies made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #530 holding.
  • Pension & Wealth Management Advisors first reported a position in Resideo Technologies in Q4 2025 and has held it in 3 quarters since.
  • Pension & Wealth Management Advisors's Resideo Technologies position peaked at $281 in Q4 2025.
  • 416 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.