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Atria Investments’s Resideo Technologies REZI Stock Holding History

Atria Investments’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 		$256K Buy
7,601
+1,817
+31% +$64.9K ﹤0.01% 1848
2025
Q4 		$203K Sell
5,784
-774
-12% -$28.6K ﹤0.01% 1970
2025
Q3 		$283K Buy
+6,558
New +$205K ﹤0.01% 1752

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

Atria Investments's REZI Position: Q1 2026 in Review

Atria Investments increased its Resideo Technologies (REZI) stake by 31% in Q1 2026, buying an estimated $64.9K and bringing the position to 7,601 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

Atria Investments first reported a position in REZI in Q3 2025 and has held it in 3 quarters since. The position peaked at $283K in Q3 2025. 445 funds tracked by Wall St. Rank hold REZI as of Q1 2026.

  • Atria Investments held 7,601 shares of Resideo Technologies worth $256K as of Q1 2026.
  • Atria Investments bought 1,817 Resideo Technologies shares in Q1 2026, an estimated $64.9K.
  • Resideo Technologies made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1848 holding.
  • Atria Investments first reported a position in Resideo Technologies in Q3 2025 and has held it in 3 quarters since.
  • Atria Investments's Resideo Technologies position peaked at $283K in Q3 2025.
  • 445 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.