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Financial Consulate’s Resideo Technologies REZI Stock Holding History

Financial Consulate’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 		$3.2K Hold
103
– – ﹤0.01% 935
2026
Q1 		$3.47K Hold
103
– – ﹤0.01% 864
2025
Q4 		$3.62K Hold
103
– – ﹤0.01% 794
2025
Q3 		$4.45K Buy
+103
New +$3.22K ﹤0.01% 675

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

Financial Consulate's REZI Position: Q2 2026 in Review

Financial Consulate held its Resideo Technologies (REZI) position steady in Q2 2026 at 103 shares worth $3.2K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Financial Consulate first reported a position in REZI in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.45K in Q3 2025. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Financial Consulate held 103 shares of Resideo Technologies worth $3.2K as of Q2 2026.
  • Financial Consulate left its Resideo Technologies share count unchanged in Q2 2026.
  • Resideo Technologies made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #935 holding.
  • Financial Consulate first reported a position in Resideo Technologies in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's Resideo Technologies position peaked at $4.45K in Q3 2025.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.