PWMG
REZI icon

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
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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return