CSC
REZI icon

Caldwell Sutter Capital’s Resideo Technologies REZI Stock Holding History

Caldwell Sutter Capital’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 		– Sell
-833
Closed -$28.1K – 945
2026
Q1 		$28.1K Hold
833
– – 0.01% 442
2025
Q4 		$29.3K Hold
833
– – 0.01% 428
2025
Q3 		$36K Hold
833
– – 0.02% 408
2025
Q2 		$18.4K Hold
833
– – 0.01% 474
2025
Q1 		$14.7K Hold
833
– – 0.01% 501
2024
Q4 		$19.2K Hold
833
– – 0.01% 482
2024
Q3 		$16.8K Hold
833
– – 0.01% 507
2024
Q2 		$16.3K Hold
833
– – 0.01% 507
2024
Q1 		$18.7K Hold
833
– – 0.01% 482
2023
Q4 		$15.7K Hold
833
– – 0.01% 494
2023
Q3 		$13.2K Hold
833
– – 0.01% 492
2023
Q2 		$14.7K Buy
+833
New +$14.4K 0.01% 484

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

Caldwell Sutter Capital's REZI Position: Q2 2026 in Review

Caldwell Sutter Capital sold out of Resideo Technologies (REZI) in Q2 2026, closing a stake of 833 shares — an estimated $28.1K sold.

Caldwell Sutter Capital first reported a position in REZI in Q2 2023 and held it in 12 quarters. The position peaked at $36K in Q3 2025. 436 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Caldwell Sutter Capital reported no remaining Resideo Technologies position as of Q2 2026 after selling out during the quarter.
  • Caldwell Sutter Capital sold 833 Resideo Technologies shares in Q2 2026, an estimated $28.1K.
  • Caldwell Sutter Capital first reported a position in Resideo Technologies in Q2 2023 and held it in 12 quarters.
  • Caldwell Sutter Capital's Resideo Technologies position peaked at $36K in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.