True Wealth Design’s Resideo Technologies REZI Stock Holding History

True Wealth Design’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	$3.7K	Hold	119	–	–	﹤0.01%	1449
2026 Q1	$4.01K	Hold	119	–	–	﹤0.01%	1285
2025 Q4	$4.18K	Sell	119 -4	-3%	-$148	﹤0.01%	1162
2025 Q3	$5.31K	Buy	123 +2	+2%	+$62	﹤0.01%	1063
2025 Q2	$2.67K	Buy	121 +107	+764%	+$2.04K	﹤0.01%	1056
2025 Q1	$248	Buy	+14	New	+$287	﹤0.01%	1867

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

True Wealth Design's REZI Position: Q2 2026 in Review

True Wealth Design held its Resideo Technologies (REZI) position steady in Q2 2026 at 119 shares worth $3.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1449.

True Wealth Design first reported a position in REZI in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.31K in Q3 2025. 436 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

True Wealth Design held 119 shares of Resideo Technologies worth $3.7K as of Q2 2026.
True Wealth Design left its Resideo Technologies share count unchanged in Q2 2026.
Resideo Technologies made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1449 holding.
True Wealth Design first reported a position in Resideo Technologies in Q1 2025 and has held it in 6 quarters since.
True Wealth Design's Resideo Technologies position peaked at $5.31K in Q3 2025.
436 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.