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Estate Planners Group’s Resideo Technologies REZI Stock Holding History

Estate Planners Group’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 		– Sell
-3
Closed -$105 – 341
2025
Q4 		$105 Buy
+3
New +$111 ﹤0.01% 456

Other funds holding REZI

BlackRock
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CDR
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ariel Investments
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Estate Planners Group's REZI Position: Q1 2026 in Review

Estate Planners Group sold out of Resideo Technologies (REZI) in Q1 2026, closing a stake of 3 shares — an estimated $105 sold.

Estate Planners Group first reported a position in REZI in Q4 2025 and held it in 1 quarter. The position peaked at $105 in Q4 2025. 448 funds tracked by Wall St. Rank hold REZI as of Q1 2026.

  • Estate Planners Group reported no remaining Resideo Technologies position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 3 Resideo Technologies shares in Q1 2026, an estimated $105.
  • Estate Planners Group first reported a position in Resideo Technologies in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Resideo Technologies position peaked at $105 in Q4 2025.
  • 448 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.