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Physician Wealth Advisors’s Resideo Technologies REZI Stock Holding History

Physician 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 		$654 Hold
21
– – ﹤0.01% 1988
2026
Q1 		$708 Buy
21
+10
+91% +$357 ﹤0.01% 1809
2025
Q4 		$387 Hold
11
– – ﹤0.01% 1961
2025
Q3 		$475 Hold
11
– – ﹤0.01% 1830
2025
Q2 		$243 Hold
11
– – ﹤0.01% 1769
2025
Q1 		$195 Hold
11
– – ﹤0.01% 1397
2024
Q4 		$254 Buy
+11
New +$258 ﹤0.01% 1116

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

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

Physician Wealth Advisors held its Resideo Technologies (REZI) position steady in Q2 2026 at 21 shares worth $654. The position accounts for ﹤0.01% of the portfolio, ranked #1988.

Physician Wealth Advisors first reported a position in REZI in Q4 2024 and has held it in 7 quarters since. The position peaked at $708 in Q1 2026. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Physician Wealth Advisors held 21 shares of Resideo Technologies worth $654 as of Q2 2026.
  • Physician Wealth Advisors left its Resideo Technologies share count unchanged in Q2 2026.
  • Resideo Technologies made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1988 holding.
  • Physician Wealth Advisors first reported a position in Resideo Technologies in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Resideo Technologies position peaked at $708 in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.