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Bare Financial Services’s Resideo Technologies REZI Stock Holding History

Bare Financial 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 		$17.1K Buy
549
+171
+45% +$5.88K ﹤0.01% 348
2026
Q1 		$12.7K Buy
378
+89
+31% +$3.18K ﹤0.01% 239
2025
Q4 		$10.2K Sell
289
-16
-5% -$592 ﹤0.01% 242
2025
Q3 		$13.2K Buy
305
+61
+25% +$1.91K ﹤0.01% 174
2025
Q2 		$5.38K Buy
244
+162
+198% +$3.09K ﹤0.01% 435
2025
Q1 		$1.45K Buy
+82
New +$1.68K ﹤0.01% 414

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

Bare Financial Services's REZI Position: Q2 2026 in Review

Bare Financial Services increased its Resideo Technologies (REZI) stake by 45% in Q2 2026, buying an estimated $5.88K and bringing the position to 549 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #348.

Bare Financial Services first reported a position in REZI in Q1 2025 and has held it in 6 quarters since. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Bare Financial Services held 549 shares of Resideo Technologies worth $17.1K as of Q2 2026.
  • Bare Financial Services bought 171 Resideo Technologies shares in Q2 2026, an estimated $5.88K.
  • Resideo Technologies made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #348 holding.
  • Bare Financial Services first reported a position in Resideo Technologies in Q1 2025 and has held it in 6 quarters since.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.