Corient Private Wealth
REZI icon

Corient Private Wealth’s Resideo Technologies REZI Stock Holding History

Corient Private Wealth’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 		$818K Sell
26,304
-13,063
-33% -$449K ﹤0.01% 1922
2026
Q1 		$1.33M Buy
39,367
+6,762
+21% +$241K ﹤0.01% 1483
2025
Q4 		$1.15M Buy
32,605
+14,952
+85% +$553K ﹤0.01% 1445
2025
Q3 		$762K Buy
17,653
+49
+0.3% +$1.53K ﹤0.01% 1561
2025
Q2 		$388K Buy
17,604
+3,912
+29% +$74.6K ﹤0.01% 1841
2025
Q1 		$242K Sell
13,692
-1,435
-9% -$29.5K ﹤0.01% 1966
2024
Q4 		$349K Sell
15,127
-102
-0.7% -$2.39K ﹤0.01% 1811
2024
Q3 		$307K Buy
15,229
+2,855
+23% +$56.6K ﹤0.01% 1999
2024
Q2 		$242K Buy
+12,374
New +$256K ﹤0.01% 2023

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

Corient Private Wealth's REZI Position: Q2 2026 in Review

Corient Private Wealth reduced its Resideo Technologies (REZI) stake by 33% in Q2 2026, selling an estimated $449K and leaving 26,304 shares worth $818K. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

Corient Private Wealth first reported a position in REZI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.33M in Q1 2026. 436 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Corient Private Wealth held 26,304 shares of Resideo Technologies worth $818K as of Q2 2026.
  • Corient Private Wealth sold 13,063 Resideo Technologies shares in Q2 2026, an estimated $449K.
  • Resideo Technologies made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1922 holding.
  • Corient Private Wealth first reported a position in Resideo Technologies in Q2 2024 and has held it in 9 quarters since.
  • Corient Private Wealth's Resideo Technologies position peaked at $1.33M in Q1 2026.
  • 436 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.