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
2019
Q2 		– Sell
-2,500
Closed -$3K – 2105
2019
Q1 		$3K Buy
+2,500
New +$55.4K ﹤0.01% 1930

Other funds holding REZI

BlackRock
BlackRock New York $5.72T 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

Creative Planning's REZI Position: Q1 2026 in Review

Creative Planning increased its Resideo Technologies (REZI) stake by 4.4% in Q1 2026, buying an estimated $154K and bringing the position to 103,097 shares worth $3.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1458.

Creative Planning first reported a position in REZI in Q4 2018 and has held it in 27 quarters since. The position peaked at $4.48M in Q3 2025. 445 funds tracked by Wall St. Rank hold REZI as of Q1 2026.

  • Creative Planning held 103,097 shares of Resideo Technologies worth $3.48M as of Q1 2026.
  • Creative Planning bought 4,303 Resideo Technologies shares in Q1 2026, an estimated $154K.
  • Resideo Technologies made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1458 holding.
  • Creative Planning first reported a position in Resideo Technologies in Q4 2018 and has held it in 27 quarters since.
  • Creative Planning's Resideo Technologies position peaked at $4.48M in Q3 2025.
  • 445 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.