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Custom Index Systems’s Resideo Technologies REZI Stock Holding History

Custom Index Systems’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 		$80.5K Buy
+2,588
New +$89K 0.03% 343
2025
Q4 		– Sell
-5,845
Closed -$252K – 279
2025
Q3 		$252K Buy
+5,845
New +$183K 0.08% 240

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

Custom Index Systems's REZI Position: Q2 2026 in Review

Custom Index Systems opened a new position in Resideo Technologies (REZI) in Q2 2026: 2,588 shares worth $80.5K. The stake represents 0.03% of the portfolio and ranks #343 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in REZI as recently as Q3 2025.

Custom Index Systems first reported a position in REZI in Q3 2025 and has held it in 2 quarters since. The position peaked at $252K in Q3 2025. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Custom Index Systems held 2,588 shares of Resideo Technologies worth $80.5K as of Q2 2026.
  • Resideo Technologies was a new Custom Index Systems position in Q2 2026.
  • Resideo Technologies made up 0.03% of Custom Index Systems's portfolio in Q2 2026, its #343 holding.
  • Custom Index Systems first reported a position in Resideo Technologies in Q3 2025 and has held it in 2 quarters since.
  • Custom Index Systems's Resideo Technologies position peaked at $252K in Q3 2025.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.