Private Wealth Management Group’s Resideo Technologies REZI Stock Holding History

Private Wealth Management 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	$2.18K	Hold	70	–	–	﹤0.01%	1138
2026 Q1	$2.36K	Hold	70	–	–	﹤0.01%	1033
2025 Q4	$2.46K	Hold	70	–	–	﹤0.01%	1016
2025 Q3	$3.02K	Hold	70	–	–	﹤0.01%	974
2025 Q2	$1.54K	Sell	70 -127	-64%	-$2.42K	﹤0.01%	1161
2025 Q1	$3.49K	Buy	197 +94	+91%	+$1.93K	﹤0.01%	866
2024 Q4	$2.38K	Hold	103	–	–	﹤0.01%	1024
2024 Q3	$2.08K	Hold	103	–	–	﹤0.01%	1051
2024 Q2	$2.02K	Buy	103 +94	+1,044%	+$1.95K	﹤0.01%	1040
2024 Q1	$202	Hold	9	–	–	﹤0.01%	1483
2023 Q4	$170	Buy	+9	New	+$147	﹤0.01%	1502

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

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

Private Wealth Management Group held its Resideo Technologies (REZI) position steady in Q2 2026 at 70 shares worth $2.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Private Wealth Management Group first reported a position in REZI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.49K in Q1 2025. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

Private Wealth Management Group held 70 shares of Resideo Technologies worth $2.18K as of Q2 2026.
Private Wealth Management Group left its Resideo Technologies share count unchanged in Q2 2026.
Resideo Technologies made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1138 holding.
Private Wealth Management Group first reported a position in Resideo Technologies in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's Resideo Technologies position peaked at $3.49K in Q1 2025.
437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.