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Dana Investment Advisors’s Resideo Technologies REZI Stock Holding History

Dana Investment 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
Q1 		$4.7M Sell
139,291
-1,477
-1% -$52.7K 0.14% 178
2025
Q4 		$4.94M Sell
140,768
-15,506
-10% -$574K 0.14% 170
2025
Q3 		$6.75M Sell
156,274
-4,760
-3% -$149K 0.2% 120
2025
Q2 		$3.55M Sell
161,034
-1,433
-0.9% -$27.3K 0.12% 206
2025
Q1 		$2.88M Buy
162,467
+13,155
+9% +$270K 0.1% 223
2024
Q4 		$3.44M Sell
149,312
-19,520
-12% -$458K 0.11% 215
2024
Q3 		$3.4M Sell
168,832
-1,457
-0.9% -$28.9K 0.11% 217
2024
Q2 		$3.33M Sell
170,289
-4,446
-3% -$92K 0.11% 213
2024
Q1 		$3.92M Buy
+174,735
New +$3.45M 0.13% 203

Other funds holding REZI

BlackRock
BlackRock New York $5.7T 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