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Birchbrook’s Resideo Technologies REZI Stock Holding History

Birchbrook’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 		$156 Hold
5
– – ﹤0.01% 295
2026
Q1 		$169 Hold
5
– – ﹤0.01% 281
2025
Q4 		$176 Hold
5
– – ﹤0.01% 291
2025
Q3 		$216 Hold
5
– – ﹤0.01% 260
2025
Q2 		$111 Hold
5
– – ﹤0.01% 268
2025
Q1 		$89 Hold
5
– – ﹤0.01% 262
2024
Q4 		$116 Hold
5
– – ﹤0.01% 286
2024
Q3 		$101 Hold
5
– – ﹤0.01% 262
2024
Q2 		$98 Hold
5
– – ﹤0.01% 261
2024
Q1 		$113 Hold
5
– – ﹤0.01% 273
2023
Q4 		$95 Buy
+5
New +$82 ﹤0.01% 303

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

Birchbrook's REZI Position: Q2 2026 in Review

Birchbrook held its Resideo Technologies (REZI) position steady in Q2 2026 at 5 shares worth $156. The position accounts for ﹤0.01% of the portfolio, ranked #295.

Birchbrook first reported a position in REZI in Q4 2023 and has held it in 11 quarters since. The position peaked at $216 in Q3 2025. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Birchbrook held 5 shares of Resideo Technologies worth $156 as of Q2 2026.
  • Birchbrook left its Resideo Technologies share count unchanged in Q2 2026.
  • Resideo Technologies made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #295 holding.
  • Birchbrook first reported a position in Resideo Technologies in Q4 2023 and has held it in 11 quarters since.
  • Birchbrook's Resideo Technologies position peaked at $216 in Q3 2025.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.