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Dynasty Wealth Management’s Resideo Technologies REZI Stock Holding History

Dynasty Wealth Management’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
2025
Q3 		– Sell
-15,360
Closed -$339K – 343
2025
Q2 		$339K Sell
15,360
-4,227
-22% -$80.6K 0.01% 204
2025
Q1 		$347K Buy
19,587
+512
+3% +$10.5K 0.01% 216
2024
Q4 		$440K Buy
19,075
+224
+1% +$5.25K 0.01% 209
2024
Q3 		$380K Buy
18,851
+958
+5% +$19K 0.01% 189
2024
Q2 		$350K Buy
17,893
+3,164
+21% +$65.5K 0.01% 204
2024
Q1 		$330K Buy
+14,729
New +$291K 0.01% 218

Other funds holding REZI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dynasty Wealth Management's REZI Position: Q3 2025 in Review

Dynasty Wealth Management sold out of Resideo Technologies (REZI) in Q3 2025, closing a stake of 15,360 shares — an estimated $339K sold.

Dynasty Wealth Management first reported a position in REZI in Q1 2024 and held it in 6 quarters. The position peaked at $440K in Q4 2024. 455 funds tracked by Wall St. Rank hold REZI as of Q3 2025.

  • Dynasty Wealth Management reported no remaining Resideo Technologies position as of Q3 2025 after selling out during the quarter.
  • Dynasty Wealth Management sold 15,360 Resideo Technologies shares in Q3 2025, an estimated $339K.
  • Dynasty Wealth Management first reported a position in Resideo Technologies in Q1 2024 and held it in 6 quarters.
  • Dynasty Wealth Management's Resideo Technologies position peaked at $440K in Q4 2024.
  • 455 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2025.

Based on Dynasty Wealth Management's 13F filing for Q3 2025, filed 29 Oct 2025.