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
Q1 		$1.33M Sell
39,367
-26,040
-40% -$930K ﹤0.01% 1483
2025
Q4 		$2.29M Buy
65,407
+47,754
+271% +$1.77M ﹤0.01% 1460
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 $5.7T AUM 30.48% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return