Bellwether Advisors’s Resideo Technologies REZI Stock Holding History

Bellwether 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
2025 Q3	–	Sell	-5	Closed	-$110	–	470
2025 Q2	$110	Hold	5	–	–	﹤0.01%	581
2025 Q1	$88	Hold	5	–	–	﹤0.01%	504
2024 Q4	$115	Buy	+5	New	+$117	﹤0.01%	505
2023 Q2	–	Sell	-5	Closed	-$91	–	353
2023 Q1	$91	Hold	5	–	–	﹤0.01%	451
2022 Q4	$82	Hold	5	–	–	﹤0.01%	426
2022 Q3	$0	Hold	5	–	–	﹤0.01%	511
2022 Q2	$0	Hold	5	–	–	﹤0.01%	540
2022 Q1	$0	Hold	5	–	–	﹤0.01%	604
2021 Q4	$0	Hold	5	–	–	﹤0.01%	599
2021 Q3	$0	Hold	5	–	–	﹤0.01%	609
2021 Q2	$0	Hold	5	–	–	﹤0.01%	467
2021 Q1	$0	Hold	5	–	–	﹤0.01%	414
2020 Q4	$0	Buy	+5	New	+$80	﹤0.01%	333

Other funds holding REZI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bellwether Advisors's REZI Position: Q3 2025 in Review

Bellwether Advisors sold out of Resideo Technologies (REZI) in Q3 2025, closing a stake of 5 shares — an estimated $110 sold.

Bellwether Advisors first reported a position in REZI in Q4 2020 and held it in 13 quarters. The position peaked at $115 in Q4 2024. 455 funds tracked by Wall St. Rank hold REZI as of Q3 2025.

Bellwether Advisors reported no remaining Resideo Technologies position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 5 Resideo Technologies shares in Q3 2025, an estimated $110.
Bellwether Advisors first reported a position in Resideo Technologies in Q4 2020 and held it in 13 quarters.
Bellwether Advisors's Resideo Technologies position peaked at $115 in Q4 2024.
455 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.