Retirement Wealth Solutions
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Retirement Wealth Solutions’s Resideo Technologies REZI Stock Holding History

Retirement Wealth Solutions’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
Q3 		$799 Sell
44
-22
-33% -$559 ﹤0.01% 784
2026
Q2 		$2.05K Sell
66
-22
-25% -$757 ﹤0.01% 524
2026
Q1 		$2.97K Buy
88
+7
+9% +$250 ﹤0.01% 416
2025
Q4 		$2.84K Buy
81
+4
+5% +$148 ﹤0.01% 402
2025
Q3 		$3.32K Buy
+77
New +$2.4K ﹤0.01% 374

Other funds holding REZI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Retirement Wealth Solutions's REZI Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Resideo Technologies (REZI) stake by 33% in Q3 2026, selling an estimated $559 and leaving 44 shares worth $799. The position accounts for ﹤0.01% of the portfolio, ranked #784.

Retirement Wealth Solutions first reported a position in REZI in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.32K in Q3 2025. 238 funds tracked by Wall St. Rank hold REZI as of Q3 2026.

  • Retirement Wealth Solutions held 44 shares of Resideo Technologies worth $799 as of Q3 2026.
  • Retirement Wealth Solutions sold 22 Resideo Technologies shares in Q3 2026, an estimated $559.
  • Resideo Technologies made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #784 holding.
  • Retirement Wealth Solutions first reported a position in Resideo Technologies in Q3 2025 and has held it in 5 quarters since.
  • Retirement Wealth Solutions's Resideo Technologies position peaked at $3.32K in Q3 2025.
  • 238 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.