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Evolution Wealth Management’s Resideo Technologies REZI Stock Holding History

Evolution 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
-1
Closed -$22 – 665
2025
Q2 		$22 Buy
+1
New +$19 ﹤0.01% 577

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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
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 $3.37T AUM 44.26% 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

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

Evolution Wealth Management sold out of Resideo Technologies (REZI) in Q3 2025, closing a stake of 1 share — an estimated $22 sold.

Evolution Wealth Management first reported a position in REZI in Q2 2025 and held it in 1 quarter. The position peaked at $22 in Q2 2025. 455 funds tracked by Wall St. Rank hold REZI as of Q3 2025.

  • Evolution Wealth Management reported no remaining Resideo Technologies position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Management sold 1 Resideo Technologies share in Q3 2025, an estimated $22.
  • Evolution Wealth Management first reported a position in Resideo Technologies in Q2 2025 and held it in 1 quarter.
  • Evolution Wealth Management's Resideo Technologies position peaked at $22 in Q2 2025.
  • 455 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2025.

Based on Evolution Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.