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Global Financial Private Client’s Resideo Technologies REZI Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-16
Closed -$283 – 1282
2025
Q1 		$283 Buy
16
+9
+129% +$185 ﹤0.01% 1454
2024
Q4 		$161 Buy
+7
New +$164 ﹤0.01% 1350
2023
Q4 		– Sell
-8
Closed -$126 – 702
2023
Q3 		$126 Hold
8
– – ﹤0.01% 672
2023
Q2 		$140 Sell
8
-1
-11% -$17 ﹤0.01% 662
2023
Q1 		$164 Hold
9
– – ﹤0.01% 673
2022
Q4 		$148 Hold
9
– – ﹤0.01% 666
2022
Q3 		$179 Hold
9
– – ﹤0.01% 642
2022
Q2 		$174 Buy
9
+8
+800% +$181 ﹤0.01% 645
2022
Q1 		$24 Hold
1
– – ﹤0.01% 653
2021
Q4 		$26 Hold
1
– – ﹤0.01% 645
2021
Q3 		$25 Hold
1
– – ﹤0.01% 599
2021
Q2 		$30 Sell
1
-43
-98% -$1.27K ﹤0.01% 602
2021
Q1 		$1.3K Hold
44
– – ﹤0.01% 481
2020
Q4 		$935 Sell
44
-1
-2% -$16 ﹤0.01% 486
2020
Q3 		$507 Sell
45
-5
-10% -$63 ﹤0.01% 453
2020
Q2 		$558 Sell
50
-3
-6% -$21 ﹤0.01% 496
2020
Q1 		$221 Sell
53
-1
-2% -$9 ﹤0.01% 519
2019
Q4 		$644 Buy
+54
New +$615 ﹤0.01% 526

Other funds holding REZI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Global Financial Private Client's REZI Position: Q2 2025 in Review

Global Financial Private Client sold out of Resideo Technologies (REZI) in Q2 2025, closing a stake of 16 shares — an estimated $283 sold.

Global Financial Private Client first reported a position in REZI in Q4 2019 and held it in 18 quarters. The position peaked at $1.3K in Q1 2021. 386 funds tracked by Wall St. Rank hold REZI as of Q2 2025.

  • Global Financial Private Client reported no remaining Resideo Technologies position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 16 Resideo Technologies shares in Q2 2025, an estimated $283.
  • Global Financial Private Client first reported a position in Resideo Technologies in Q4 2019 and held it in 18 quarters.
  • Global Financial Private Client's Resideo Technologies position peaked at $1.3K in Q1 2021.
  • 386 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.