DT
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Diversified Trust’s Resideo Technologies REZI Stock Holding History

Diversified Trust’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 		$888K Buy
26,342
+3,316
+14% +$118K 0.02% 494
2025
Q4 		$809K Buy
23,026
+1,300
+6% +$48.1K 0.01% 508
2025
Q3 		$938K Buy
21,726
+204
+0.9% +$6.37K 0.02% 433
2025
Q2 		$475K Sell
21,522
-297
-1% -$5.67K 0.01% 608
2025
Q1 		$386K Buy
+21,819
New +$448K 0.01% 648
2022
Q1 		– Sell
-17,232
Closed -$449K – 867
2021
Q4 		$449K Buy
+17,232
New +$447K 0.01% 496
2021
Q2 		– Sell
-9,106
Closed -$257K – 870
2021
Q1 		$257K Buy
+9,106
New +$241K 0.01% 607

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