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Clearstead Trust’s Resideo Technologies REZI Stock Holding History

Clearstead Trust’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
Q4 		– Sell
-51
Closed -$2.2K – 1426
2025
Q3 		$2.2K Hold
51
– – ﹤0.01% 963
2025
Q2 		$1.13K Buy
+51
New +$973 ﹤0.01% 1123

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Clearstead Trust's REZI Position: Q4 2025 in Review

Clearstead Trust sold out of Resideo Technologies (REZI) in Q4 2025, closing a stake of 51 shares — an estimated $2.2K sold.

Clearstead Trust first reported a position in REZI in Q2 2025 and held it in 2 quarters. The position peaked at $2.2K in Q3 2025. 450 funds tracked by Wall St. Rank hold REZI as of Q4 2025.

  • Clearstead Trust reported no remaining Resideo Technologies position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 51 Resideo Technologies shares in Q4 2025, an estimated $2.2K.
  • Clearstead Trust first reported a position in Resideo Technologies in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Resideo Technologies position peaked at $2.2K in Q3 2025.
  • 450 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.