Cornerstone Planning Group
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Cornerstone Planning Group’s Resideo Technologies REZI Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-2
Closed -$68 – 1339
2026
Q2 		$68 Hold
2
– – ﹤0.01% 1849
2026
Q1 		$81 Hold
2
– – ﹤0.01% 1795
2025
Q4 		$67 Sell
2
-26
-93% -$962 ﹤0.01% 1681
2025
Q3 		$7.06K Buy
28
+26
+1,300% +$812 ﹤0.01% 858
2025
Q2 		$52 Hold
2
– – ﹤0.01% 1503
2025
Q1 		$31 Hold
2
– – ﹤0.01% 1529
2024
Q4 		$46 Hold
2
– – ﹤0.01% 1369
2024
Q3 		$41 Hold
2
– – ﹤0.01% 1273
2024
Q2 		$39 Hold
2
– – ﹤0.01% 1226
2024
Q1 		$41 Hold
2
– – ﹤0.01% 1064
2023
Q4 		$38 Hold
2
– – ﹤0.01% 929
2023
Q3 		$32 Hold
2
– – ﹤0.01% 1163
2023
Q2 		$35 Buy
+2
New +$35 ﹤0.01% 1558
2022
Q4 		$464 Buy
+27
New +$490 ﹤0.01% 1464

Other funds holding REZI

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Eagle Harbor Asset Management
Eagle Harbor Asset Management Seattle, Washington $133M AUM 20.02% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Cornerstone Planning Group's REZI Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Resideo Technologies (REZI) in Q3 2026, closing a stake of 2 shares — an estimated $68 sold.

Cornerstone Planning Group first reported a position in REZI in Q4 2022 and held it in 14 quarters. The position peaked at $7.06K in Q3 2025. 80 funds tracked by Wall St. Rank hold REZI as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Resideo Technologies position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 2 Resideo Technologies shares in Q3 2026, an estimated $68.
  • Cornerstone Planning Group first reported a position in Resideo Technologies in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's Resideo Technologies position peaked at $7.06K in Q3 2025.
  • 80 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.