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Clearstead Advisors’s Resideo Technologies REZI Stock Holding History

Clearstead 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
2026
Q2 		$4.63K Buy
149
+5
+3% +$172 ﹤0.01% 2219
2026
Q1 		$4.86K Sell
144
-70
-33% -$2.5K ﹤0.01% 1743
2025
Q4 		$7.52K Sell
214
-9
-4% -$333 ﹤0.01% 1944
2025
Q3 		$9.63K Buy
223
+79
+55% +$2.47K ﹤0.01% 1941
2025
Q2 		$3.18K Hold
144
– – ﹤0.01% 2228
2025
Q1 		$2.55K Hold
144
– – ﹤0.01% 1857
2024
Q4 		$3.32K Sell
144
-167
-54% -$3.92K ﹤0.01% 1780
2024
Q3 		$6.26K Sell
311
-24
-7% -$476 ﹤0.01% 1681
2024
Q2 		$6.55K Buy
335
+270
+415% +$5.59K ﹤0.01% 1638
2024
Q1 		$1.42K Buy
65
+1
+2% +$20 ﹤0.01% 1362
2023
Q4 		$1.21K Sell
64
-62
-49% -$1.01K ﹤0.01% 1380
2023
Q3 		$1.99K Sell
126
-10
-7% -$168 ﹤0.01% 1247
2023
Q2 		$2.4K Buy
136
+47
+53% +$811 ﹤0.01% 1119
2023
Q1 		$1.63K Sell
89
-50
-36% -$904 ﹤0.01% 1170
2022
Q4 		$2.29K Buy
139
+100
+256% +$1.81K ﹤0.01% 1070
2022
Q3 		$1K Buy
39
+33
+550% +$700 ﹤0.01% 1185
2022
Q2 		$0 Hold
6
– – ﹤0.01% 1412
2022
Q1 		$0 Hold
6
– – ﹤0.01% 1446
2021
Q4 		$0 Hold
6
– – ﹤0.01% 1408
2021
Q3 		$0 Sell
6
-41
-87% -$1.19K ﹤0.01% 1367
2021
Q2 		$1K Buy
47
+41
+683% +$1.21K ﹤0.01% 1188
2021
Q1 		$0 Hold
6
– – ﹤0.01% 1168
2020
Q4 		$0 Sell
6
-23
-79% -$368 ﹤0.01% 1014
2020
Q3 		$0 Sell
29
-12
-29% -$152 ﹤0.01% 924
2020
Q2 		$0 Sell
41
-66
-62% -$460 ﹤0.01% 830
2020
Q1 		$1K Buy
+107
New +$1.01K ﹤0.01% 752

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

Clearstead Advisors's REZI Position: Q2 2026 in Review

Clearstead Advisors increased its Resideo Technologies (REZI) stake by 3.5% in Q2 2026, buying an estimated $172 and bringing the position to 149 shares worth $4.63K. The position accounts for ﹤0.01% of the portfolio, ranked #2219.

Clearstead Advisors first reported a position in REZI in Q1 2020 and has held it in 26 quarters since. The position peaked at $9.63K in Q3 2025. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Clearstead Advisors held 149 shares of Resideo Technologies worth $4.63K as of Q2 2026.
  • Clearstead Advisors bought 5 Resideo Technologies shares in Q2 2026, an estimated $172.
  • Resideo Technologies made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2219 holding.
  • Clearstead Advisors first reported a position in Resideo Technologies in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Resideo Technologies position peaked at $9.63K in Q3 2025.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.