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CSM Advisors’s Resideo Technologies REZI Stock Holding History

CSM Advisors’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 		$2.24M Buy
72,034
+4,910
+7% +$169K 0.05% 301
2026
Q1 		$2.26M Sell
67,124
-56,522
-46% -$2.02M 0.06% 300
2025
Q4 		$4.34M Sell
123,646
-31,830
-20% -$1.18M 0.12% 192
2025
Q3 		$6.71M Sell
155,476
-17,633
-10% -$551K 0.19% 122
2025
Q2 		$3.82M Buy
+173,109
New +$3.3M 0.11% 219

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

CSM Advisors's REZI Position: Q2 2026 in Review

CSM Advisors increased its Resideo Technologies (REZI) stake by 7.3% in Q2 2026, buying an estimated $169K and bringing the position to 72,034 shares worth $2.24M. The position accounts for 0.05% of the portfolio, ranked #301.

CSM Advisors first reported a position in REZI in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.71M in Q3 2025. 435 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • CSM Advisors held 72,034 shares of Resideo Technologies worth $2.24M as of Q2 2026.
  • CSM Advisors bought 4,910 Resideo Technologies shares in Q2 2026, an estimated $169K.
  • Resideo Technologies made up 0.05% of CSM Advisors's portfolio in Q2 2026, its #301 holding.
  • CSM Advisors first reported a position in Resideo Technologies in Q2 2025 and has held it in 5 quarters since.
  • CSM Advisors's Resideo Technologies position peaked at $6.71M in Q3 2025.
  • 435 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.