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Evelyn Partners Investment Management’s Resideo Technologies REZI Stock Holding History

Evelyn Partners Investment 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
2026
Q1 		$573 Hold
17
– – ﹤0.01% 399
2025
Q4 		$597 Hold
17
– – ﹤0.01% 402
2025
Q3 		$734 Hold
17
– – ﹤0.01% 398
2025
Q2 		$375 Hold
17
– – ﹤0.01% 405
2025
Q1 		$301 Hold
17
– – ﹤0.01% 413
2024
Q4 		$392 Buy
+17
New +$399 ﹤0.01% 409

Other funds holding REZI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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 $113B AUM 38.87% 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

Evelyn Partners Investment Management's REZI Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Resideo Technologies (REZI) position steady in Q1 2026 at 17 shares worth $573. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Evelyn Partners Investment Management first reported a position in REZI in Q4 2024 and has held it in 6 quarters since. The position peaked at $734 in Q3 2025. 446 funds tracked by Wall St. Rank hold REZI as of Q1 2026.

  • Evelyn Partners Investment Management held 17 shares of Resideo Technologies worth $573 as of Q1 2026.
  • Evelyn Partners Investment Management left its Resideo Technologies share count unchanged in Q1 2026.
  • Resideo Technologies made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #399 holding.
  • Evelyn Partners Investment Management first reported a position in Resideo Technologies in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Resideo Technologies position peaked at $734 in Q3 2025.
  • 446 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2026.

Based on Evelyn Partners Investment Management's 13F filing for Q1 2026, filed 15 May 2026.