Wealth Enhancement Advisory Services
REZI icon

Wealth Enhancement Advisory Services’s Resideo Technologies REZI Stock Holding History

Wealth Enhancement Advisory Services’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 		$417K Buy
12,296
+1,547
+14% +$53.2K ﹤0.01% 2867
2026
Q1 		$372K Sell
10,749
-35
-0.3% -$1.25K ﹤0.01% 2577
2025
Q4 		$383K Sell
10,784
-128
-1% -$4.74K ﹤0.01% 2702
2025
Q3 		$455K Buy
10,912
+262
+2% +$8.18K ﹤0.01% 2436
2025
Q2 		$256K Buy
+10,650
New +$203K ﹤0.01% 2768

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

Wealth Enhancement Advisory Services's REZI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Resideo Technologies (REZI) stake by 14% in Q2 2026, buying an estimated $53.2K and bringing the position to 12,296 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #2867.

Wealth Enhancement Advisory Services first reported a position in REZI in Q2 2025 and has held it in 5 quarters since. The position peaked at $455K in Q3 2025. 436 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,296 shares of Resideo Technologies worth $417K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,547 Resideo Technologies shares in Q2 2026, an estimated $53.2K.
  • Resideo Technologies made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2867 holding.
  • Wealth Enhancement Advisory Services first reported a position in Resideo Technologies in Q2 2025 and has held it in 5 quarters since.
  • Wealth Enhancement Advisory Services's Resideo Technologies position peaked at $455K in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.