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Allworth Financial’s Resideo Technologies REZI Stock Holding History

Allworth Financial’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
Q1 		$36.9K Sell
1,096
-249
-19% -$8.89K ﹤0.01% 2550
2025
Q4 		$47.2K Buy
1,345
+5
+0.4% +$185 ﹤0.01% 2237
2025
Q3 		$57.9K Buy
1,340
+184
+16% +$5.75K ﹤0.01% 2011
2025
Q2 		$25.5K Buy
1,156
+161
+16% +$3.07K ﹤0.01% 2363
2025
Q1 		$16K Buy
995
+155
+18% +$3.18K ﹤0.01% 2204
2024
Q4 		$19.5K Sell
840
-97
-10% -$2.27K ﹤0.01% 2125
2024
Q3 		$18.9K Hold
937
– – ﹤0.01% 1953
2024
Q2 		$19.9K Sell
937
-2
-0.2% -$41 ﹤0.01% 1889
2024
Q1 		$21.1K Buy
939
+3
+0.3% +$59 ﹤0.01% 1744
2023
Q4 		$17.6K Sell
936
-54
-5% -$884 ﹤0.01% 1713
2023
Q3 		$15.6K Buy
990
+189
+24% +$3.18K ﹤0.01% 1673
2023
Q2 		$14.1K Hold
801
– – ﹤0.01% 1738
2023
Q1 		$14.6K Hold
801
– – ﹤0.01% 1632
2022
Q4 		$13.2K Sell
801
-172
-18% -$3.12K ﹤0.01% 1594
2022
Q3 		$19K Buy
973
+590
+154% +$12.5K ﹤0.01% 1316
2022
Q2 		$7K Buy
383
+25
+7% +$564 ﹤0.01% 1676
2022
Q1 		$9K Buy
358
+10
+3% +$251 ﹤0.01% 1520
2021
Q4 		$9K Buy
348
+268
+335% +$6.95K ﹤0.01% 1420
2021
Q3 		$2K Buy
80
+48
+150% +$1.4K ﹤0.01% 1699
2021
Q2 		$1K Buy
32
+10
+45% +$296 ﹤0.01% 1485
2021
Q1 		$1K Hold
22
– – ﹤0.01% 1417
2020
Q4 		$0 Sell
22
-2
-8% -$32 ﹤0.01% 1427
2020
Q3 		$0 Hold
24
– – ﹤0.01% 1251
2020
Q2 		$0 Sell
24
-116
-83% -$808 ﹤0.01% 1339
2020
Q1 		$1K Buy
140
+7
+5% +$66 ﹤0.01% 1173
2019
Q4 		$2K Buy
133
+75
+129% +$854 ﹤0.01% 935
2019
Q3 		$1K Sell
58
-29
-33% -$486 ﹤0.01% 909
2019
Q2 		$2K Sell
87
-4
-4% -$85 ﹤0.01% 836
2019
Q1 		$2K Sell
91
-54
-37% -$1.2K ﹤0.01% 851
2018
Q4 		$3K Buy
+145
New +$3.1K ﹤0.01% 696

Other funds holding REZI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Allworth Financial's REZI Position: Q1 2026 in Review

Allworth Financial reduced its Resideo Technologies (REZI) stake by 19% in Q1 2026, selling an estimated $8.89K and leaving 1,096 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2550.

Allworth Financial first reported a position in REZI in Q4 2018 and has held it in 30 quarters since. The position peaked at $57.9K in Q3 2025. 445 funds tracked by Wall St. Rank hold REZI as of Q1 2026.

  • Allworth Financial held 1,096 shares of Resideo Technologies worth $36.9K as of Q1 2026.
  • Allworth Financial sold 249 Resideo Technologies shares in Q1 2026, an estimated $8.89K.
  • Resideo Technologies made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #2550 holding.
  • Allworth Financial first reported a position in Resideo Technologies in Q4 2018 and has held it in 30 quarters since.
  • Allworth Financial's Resideo Technologies position peaked at $57.9K in Q3 2025.
  • 445 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.