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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
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 		$2.85K Buy
81
+4
+5% +$148 ﹤0.01% 402
2025
Q3 		$3.33K Buy
+77
New +$2.4K ﹤0.01% 374

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

Retirement Wealth Solutions's REZI Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Resideo Technologies (REZI) stake by 25% in Q2 2026, selling an estimated $757 and leaving 66 shares worth $2.05K. The position accounts for ﹤0.01% of the portfolio, ranked #524.

Retirement Wealth Solutions first reported a position in REZI in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.33K in Q3 2025. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Retirement Wealth Solutions held 66 shares of Resideo Technologies worth $2.05K as of Q2 2026.
  • Retirement Wealth Solutions sold 22 Resideo Technologies shares in Q2 2026, an estimated $757.
  • Resideo Technologies made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #524 holding.
  • Retirement Wealth Solutions first reported a position in Resideo Technologies in Q3 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Resideo Technologies position peaked at $3.33K in Q3 2025.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.