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EverSource Wealth Advisors’s Resideo Technologies REZI Stock Holding History

EverSource Wealth Advisors’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 		$6.72K Sell
216
-199
-48% -$6.84K ﹤0.01% 3135
2026
Q1 		$14K Sell
415
-80
-16% -$2.86K ﹤0.01% 2736
2025
Q4 		$17.4K Buy
495
+44
+10% +$1.63K ﹤0.01% 2476
2025
Q3 		$19.5K Sell
451
-551
-55% -$17.2K ﹤0.01% 2374
2025
Q2 		$22.1K Buy
1,002
+503
+101% +$9.6K ﹤0.01% 2214
2025
Q1 		$8.83K Buy
499
+34
+7% +$698 ﹤0.01% 2174
2024
Q4 		$10.7K Buy
465
+34
+8% +$797 ﹤0.01% 1956
2024
Q3 		$8.68K Buy
431
+9
+2% +$179 ﹤0.01% 1947
2024
Q2 		$9.59K Buy
422
+64
+18% +$1.32K ﹤0.01% 1882
2024
Q1 		$6.99K Sell
358
-2
-0.6% -$40 ﹤0.01% 1869
2023
Q4 		$6.78K Buy
360
+235
+188% +$3.85K ﹤0.01% 1735
2023
Q3 		$1.98K Hold
125
– – ﹤0.01% 2006
2023
Q2 		$2.21K Sell
125
-98
-44% -$1.69K ﹤0.01% 1999
2023
Q1 		$4.08K Hold
223
– – ﹤0.01% 1717
2022
Q4 		$3.67K Sell
223
-1,094
-83% -$19.8K ﹤0.01% 1716
2022
Q3 		$25K Buy
1,317
+420
+47% +$8.91K 0.01% 839
2022
Q2 		$17K Sell
897
-232
-21% -$5.24K ﹤0.01% 877
2022
Q1 		$27K Buy
1,129
+913
+423% +$22.9K 0.01% 605
2021
Q4 		$6K Buy
+216
New +$5.6K ﹤0.01% 1197

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 $3.38T 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

EverSource Wealth Advisors's REZI Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Resideo Technologies (REZI) stake by 48% in Q2 2026, selling an estimated $6.84K and leaving 216 shares worth $6.72K. The position accounts for ﹤0.01% of the portfolio, ranked #3135.

EverSource Wealth Advisors first reported a position in REZI in Q4 2021 and has held it in 19 quarters since. The position peaked at $27K in Q1 2022. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • EverSource Wealth Advisors held 216 shares of Resideo Technologies worth $6.72K as of Q2 2026.
  • EverSource Wealth Advisors sold 199 Resideo Technologies shares in Q2 2026, an estimated $6.84K.
  • Resideo Technologies made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3135 holding.
  • EverSource Wealth Advisors first reported a position in Resideo Technologies in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Resideo Technologies position peaked at $27K in Q1 2022.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.