Creative Financial Designs’s Resideo Technologies REZI Stock Holding History

Creative Financial Designs’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	$311	Hold	10	–	–	﹤0.01%	2177
2026 Q1	$337	Hold	10	–	–	﹤0.01%	2036
2025 Q4	$351	Hold	10	–	–	﹤0.01%	1941
2025 Q3	$432	Hold	10	–	–	﹤0.01%	1926
2025 Q2	$221	Hold	10	–	–	﹤0.01%	1945
2025 Q1	$177	Hold	10	–	–	﹤0.01%	1992
2024 Q4	$231	Hold	10	–	–	﹤0.01%	1756
2024 Q3	$201	Hold	10	–	–	﹤0.01%	1651
2024 Q2	$196	Hold	10	–	–	﹤0.01%	1604
2024 Q1	$224	Hold	10	–	–	﹤0.01%	1623
2023 Q4	$188	Hold	10	–	–	﹤0.01%	1569
2023 Q3	$158	Hold	10	–	–	﹤0.01%	1475
2023 Q2	$177	Hold	10	–	–	﹤0.01%	1446
2023 Q1	$183	Hold	10	–	–	﹤0.01%	1370
2022 Q4	$165	Sell	10 -2	-17%	-$36	﹤0.01%	1274
2022 Q3	$0	Hold	12	–	–	﹤0.01%	1329
2022 Q2	$0	Hold	12	–	–	﹤0.01%	1318
2022 Q1	$0	Hold	12	–	–	﹤0.01%	1309
2021 Q4	$0	Hold	12	–	–	﹤0.01%	1396
2021 Q3	$0	Hold	12	–	–	﹤0.01%	1445
2021 Q2	$0	Hold	12	–	–	﹤0.01%	1437
2021 Q1	$0	Hold	12	–	–	﹤0.01%	1348
2020 Q4	$0	Hold	12	–	–	﹤0.01%	1283
2020 Q3	$0	Hold	12	–	–	﹤0.01%	1280
2020 Q2	$0	Buy	12 +2	+20%	+$14	﹤0.01%	1183
2020 Q1	$0	Hold	10	–	–	﹤0.01%	572
2019 Q4	$0	Sell	10 -2	-17%	-$23	﹤0.01%	610
2019 Q3	$0	Buy	12 +2	+20%	+$34	﹤0.01%	651
2019 Q2	$0	Buy	+10	New	+$211	﹤0.01%	591

Other funds holding REZI

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Creative Financial Designs's REZI Position: Q2 2026 in Review

Creative Financial Designs held its Resideo Technologies (REZI) position steady in Q2 2026 at 10 shares worth $311. The position accounts for ﹤0.01% of the portfolio, ranked #2177.

Creative Financial Designs first reported a position in REZI in Q2 2019 and has held it in 29 quarters since. The position peaked at $432 in Q3 2025. 435 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

Creative Financial Designs held 10 shares of Resideo Technologies worth $311 as of Q2 2026.
Creative Financial Designs left its Resideo Technologies share count unchanged in Q2 2026.
Resideo Technologies made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #2177 holding.
Creative Financial Designs first reported a position in Resideo Technologies in Q2 2019 and has held it in 29 quarters since.
Creative Financial Designs's Resideo Technologies position peaked at $432 in Q3 2025.
435 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.