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 $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.