Rothwell Investment Advisors, LLC’s Resideo Technologies REZI Stock Holding History

Rothwell Investment Advisors, LLC’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	$28.4K	Buy	+1,565	New	+$39.8K	0.02%	545

Other funds holding REZI

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Rothwell Investment Advisors, LLC's REZI Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Resideo Technologies (REZI) in Q3 2026: 1,565 shares worth $28.4K. The stake represents 0.02% of the portfolio and ranks #545 among its holdings.

191 funds tracked by Wall St. Rank hold REZI as of Q3 2026.

Rothwell Investment Advisors, LLC held 1,565 shares of Resideo Technologies worth $28.4K as of Q3 2026.
Resideo Technologies was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Resideo Technologies made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #545 holding.
191 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.