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FourThought Financial Partners’s Resideo Technologies REZI Stock Holding History

FourThought Financial Partners’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
-6,899
Closed -$242K – 510
2025
Q4 		$242K Sell
6,899
-601
-8% -$22.2K 0.02% 391
2025
Q3 		$324K Buy
+7,500
New +$234K 0.03% 295

Other funds holding REZI

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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
AI
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 $3.37T 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

FourThought Financial Partners's REZI Position: Q1 2026 in Review

FourThought Financial Partners sold out of Resideo Technologies (REZI) in Q1 2026, closing a stake of 6,899 shares — an estimated $242K sold.

FourThought Financial Partners first reported a position in REZI in Q3 2025 and held it in 2 quarters. The position peaked at $324K in Q3 2025. 448 funds tracked by Wall St. Rank hold REZI as of Q1 2026.

  • FourThought Financial Partners reported no remaining Resideo Technologies position as of Q1 2026 after selling out during the quarter.
  • FourThought Financial Partners sold 6,899 Resideo Technologies shares in Q1 2026, an estimated $242K.
  • FourThought Financial Partners first reported a position in Resideo Technologies in Q3 2025 and held it in 2 quarters.
  • FourThought Financial Partners's Resideo Technologies position peaked at $324K in Q3 2025.
  • 448 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2026.

Based on FourThought Financial Partners's 13F filing for Q1 2026, filed 7 May 2026.