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Edgestream Partners’s Resideo Technologies REZI Stock Holding History

Edgestream Partners’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 		$4.22M Sell
135,793
-19,645
-13% -$676K 0.13% 303
2026
Q1 		$5.24M Buy
155,438
+7,176
+5% +$256K 0.17% 222
2025
Q4 		$5.21M Buy
+148,262
New +$5.49M 0.15% 235
2024
Q4 		– Sell
-224,946
Closed -$4.53M – 1043
2024
Q3 		$4.53M Buy
+224,946
New +$4.46M 0.2% 154
2024
Q1 		– Sell
-15,161
Closed -$285K – 982
2023
Q4 		$285K Buy
+15,161
New +$248K 0.02% 730

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

Edgestream Partners's REZI Position: Q2 2026 in Review

Edgestream Partners reduced its Resideo Technologies (REZI) stake by 13% in Q2 2026, selling an estimated $676K and leaving 135,793 shares worth $4.22M. The position accounts for 0.13% of the portfolio, ranked #303.

Edgestream Partners first reported a position in REZI in Q4 2023 and has held it in 5 quarters since. The position peaked at $5.24M in Q1 2026. 435 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Edgestream Partners held 135,793 shares of Resideo Technologies worth $4.22M as of Q2 2026.
  • Edgestream Partners sold 19,645 Resideo Technologies shares in Q2 2026, an estimated $676K.
  • Resideo Technologies made up 0.13% of Edgestream Partners's portfolio in Q2 2026, its #303 holding.
  • Edgestream Partners first reported a position in Resideo Technologies in Q4 2023 and has held it in 5 quarters since.
  • Edgestream Partners's Resideo Technologies position peaked at $5.24M in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.