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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
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

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

Cornerstone Planning Group's REZI Position: Q2 2026 in Review

Cornerstone Planning Group held its Resideo Technologies (REZI) position steady in Q2 2026 at 2 shares worth $68. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

Cornerstone Planning Group first reported a position in REZI in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.06K in Q3 2025. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Cornerstone Planning Group held 2 shares of Resideo Technologies worth $68 as of Q2 2026.
  • Cornerstone Planning Group left its Resideo Technologies share count unchanged in Q2 2026.
  • Resideo Technologies made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1849 holding.
  • Cornerstone Planning Group first reported a position in Resideo Technologies in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's Resideo Technologies position peaked at $7.06K in Q3 2025.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.