Creative Planning
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Creative Planning’s Resideo Technologies REZI Stock Holding History

Creative Planning’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 		$2.74M Sell
88,015
-15,082
-15% -$519K ﹤0.01% 1850
2026
Q1 		$3.48M Buy
103,097
+4,303
+4% +$154K ﹤0.01% 1458
2025
Q4 		$3.47M Sell
98,794
-4,897
-5% -$181K ﹤0.01% 1269
2025
Q3 		$4.48M Buy
103,691
+30,732
+42% +$960K ﹤0.01% 952
2025
Q2 		$1.61M Buy
72,959
+2,254
+3% +$43K ﹤0.01% 1487
2025
Q1 		$1.25M Buy
70,705
+29,184
+70% +$599K ﹤0.01% 1531
2024
Q4 		$957K Buy
41,521
+9,537
+30% +$224K ﹤0.01% 1676
2024
Q3 		$644K Buy
31,984
+2,082
+7% +$41.3K ﹤0.01% 1888
2024
Q2 		$585K Sell
29,902
-416
-1% -$8.61K ﹤0.01% 1823
2024
Q1 		$680K Buy
30,318
+5,740
+23% +$113K ﹤0.01% 1630
2023
Q4 		$463K Buy
24,578
+4,886
+25% +$80K ﹤0.01% 1764
2023
Q3 		$311K Sell
19,692
-2,003
-9% -$33.7K ﹤0.01% 1915
2023
Q2 		$383K Sell
21,695
-517
-2% -$8.92K ﹤0.01% 1726
2023
Q1 		$406K Buy
22,212
+678
+3% +$12.3K ﹤0.01% 1610
2022
Q4 		$354K Buy
21,534
+3,889
+22% +$70.5K ﹤0.01% 1616
2022
Q3 		$336K Buy
17,645
+2,219
+14% +$47.1K ﹤0.01% 1578
2022
Q2 		$300K Buy
15,426
+143
+0.9% +$3.23K ﹤0.01% 1610
2022
Q1 		$364K Buy
15,283
+130
+0.9% +$3.26K ﹤0.01% 1510
2021
Q4 		$394K Buy
15,153
+135
+0.9% +$3.5K ﹤0.01% 1445
2021
Q3 		$372K Buy
15,018
+3,034
+25% +$88.2K ﹤0.01% 1466
2021
Q2 		$360K Buy
11,984
+161
+1% +$4.77K ﹤0.01% 1458
2021
Q1 		$334K Buy
+11,823
New +$313K ﹤0.01% 1726
2020
Q2 		– Sell
-11,070
Closed -$54K – 2113
2020
Q1 		$54K Sell
11,070
-938
-8% -$8.85K ﹤0.01% 1622
2019
Q4 		$143K Sell
12,008
-644
-5% -$7.33K ﹤0.01% 1706
2019
Q3 		$182K Sell
12,652
-3,140
-20% -$52.7K ﹤0.01% 1631
2019
Q2 		$346K Buy
15,792
+810
+5% +$17.1K ﹤0.01% 1282
2019
Q1 		$289K Sell
14,982
-2,042
-12% -$45.3K ﹤0.01% 1343
2018
Q4 		$350K Buy
+17,024
New +$363K ﹤0.01% 1145

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

Creative Planning's REZI Position: Q2 2026 in Review

Creative Planning reduced its Resideo Technologies (REZI) stake by 15% in Q2 2026, selling an estimated $519K and leaving 88,015 shares worth $2.74M. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Creative Planning first reported a position in REZI in Q4 2018 and has held it in 28 quarters since. The position peaked at $4.48M in Q3 2025. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Creative Planning held 88,015 shares of Resideo Technologies worth $2.74M as of Q2 2026.
  • Creative Planning sold 15,082 Resideo Technologies shares in Q2 2026, an estimated $519K.
  • Resideo Technologies made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1850 holding.
  • Creative Planning first reported a position in Resideo Technologies in Q4 2018 and has held it in 28 quarters since.
  • Creative Planning's Resideo Technologies position peaked at $4.48M in Q3 2025.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.