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Bay Harbor Wealth Management’s Resideo Technologies REZI Stock Holding History

Bay Harbor Wealth Management’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 		$902 Sell
29
-7
-19% -$241 ﹤0.01% 907
2026
Q1 		$1.21K Buy
36
+23
+177% +$821 ﹤0.01% 700
2025
Q4 		$456 Buy
13
+2
+18% +$74 ﹤0.01% 888
2025
Q3 		$474 Buy
11
+1
+10% +$31 ﹤0.01% 749
2025
Q2 		$220 Buy
10
+7
+233% +$134 ﹤0.01% 893
2025
Q1 		$53 Buy
+3
New +$62 ﹤0.01% 1020
2019
Q2 		– Sell
-10
Closed – – 404
2019
Q1 		$0 Buy
+10
New +$222 ﹤0.01% 419

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

Bay Harbor Wealth Management's REZI Position: Q2 2026 in Review

Bay Harbor Wealth Management reduced its Resideo Technologies (REZI) stake by 19% in Q2 2026, selling an estimated $241 and leaving 29 shares worth $902. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Bay Harbor Wealth Management first reported a position in REZI in Q1 2019 and has held it in 7 quarters since. The position peaked at $1.21K in Q1 2026. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Bay Harbor Wealth Management held 29 shares of Resideo Technologies worth $902 as of Q2 2026.
  • Bay Harbor Wealth Management sold 7 Resideo Technologies shares in Q2 2026, an estimated $241.
  • Resideo Technologies made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #907 holding.
  • Bay Harbor Wealth Management first reported a position in Resideo Technologies in Q1 2019 and has held it in 7 quarters since.
  • Bay Harbor Wealth Management's Resideo Technologies position peaked at $1.21K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.