Annis Gardner Whiting Capital Advisors’s Resideo Technologies REZI Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-91	Closed	-$3.07K	–	1044
2026 Q1	$3.07K	Hold	91	–	–	﹤0.01%	1001
2025 Q4	$3.2K	Hold	91	–	–	﹤0.01%	911
2025 Q3	$3.93K	Sell	91 -137	-60%	-$4.28K	﹤0.01%	816
2025 Q2	$5.03K	Buy	228 +91	+66%	+$1.74K	﹤0.01%	848
2025 Q1	$2.42K	Hold	137	–	–	﹤0.01%	676
2024 Q4	$3.16K	Hold	137	–	–	﹤0.01%	652
2024 Q3	$2.76K	Hold	137	–	–	﹤0.01%	690
2024 Q2	$2.68K	Hold	137	–	–	﹤0.01%	835
2024 Q1	$3.07K	Hold	137	–	–	﹤0.01%	816
2023 Q4	$2.58K	Buy	+137	New	+$2.24K	﹤0.01%	610

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's REZI Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Resideo Technologies (REZI) in Q2 2026, closing a stake of 91 shares — an estimated $3.07K sold.

Annis Gardner Whiting Capital Advisors first reported a position in REZI in Q4 2023 and held it in 10 quarters. The position peaked at $5.03K in Q2 2025. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Resideo Technologies position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 91 Resideo Technologies shares in Q2 2026, an estimated $3.07K.
Annis Gardner Whiting Capital Advisors first reported a position in Resideo Technologies in Q4 2023 and held it in 10 quarters.
Annis Gardner Whiting Capital Advisors's Resideo Technologies position peaked at $5.03K in Q2 2025.
437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.