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Global Retirement Partners’s Resideo Technologies REZI Stock Holding History

Global Retirement 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
Q2 		$236K Buy
+7,602
New +$261K ﹤0.01% 1485
2025
Q4 		$268K Buy
7,618
+7,551
+11,270% +$279K ﹤0.01% 1302
2025
Q3 		$2.89K Sell
67
-4
-6% -$125 ﹤0.01% 3182
2025
Q2 		$1.57K Buy
+71
New +$1.35K ﹤0.01% 3325
2024
Q4 		$1.2K Hold
52
– – ﹤0.01% 3236
2024
Q3 		$1.05K Sell
52
-33
-39% -$655 ﹤0.01% 3131
2024
Q2 		$1.66K Buy
85
+25
+42% +$517 ﹤0.01% 3036
2024
Q1 		$1.34K Buy
60
+21
+54% +$415 ﹤0.01% 2886
2023
Q4 		$649 Buy
39
+2
+5% +$33 ﹤0.01% 3008
2023
Q3 		$576 Hold
37
– – ﹤0.01% 2917
2023
Q2 		$653 Sell
37
-161
-81% -$2.78K ﹤0.01% 2889
2023
Q1 		$3.41K Sell
198
-1
-0.5% -$18 ﹤0.01% 2302
2022
Q4 		$3.27K Sell
199
-87
-30% -$1.58K ﹤0.01% 2177
2022
Q3 		$7K Buy
286
+57
+25% +$1.21K ﹤0.01% 1827
2022
Q2 		$4K Sell
229
-42
-15% -$948 ﹤0.01% 1994
2022
Q1 		$6K Buy
+271
New +$6.8K ﹤0.01% 1840
2021
Q4 		– Sell
-191
Closed -$5K – 1440
2021
Q3 		$5K Hold
191
– – ﹤0.01% 1633
2021
Q2 		$6K Hold
191
– – ﹤0.01% 1531
2021
Q1 		$5K Hold
191
– – ﹤0.01% 1483
2020
Q4 		$4K Hold
191
– – ﹤0.01% 1504
2020
Q3 		$2K Sell
191
-8
-4% -$101 ﹤0.01% 1504
2020
Q2 		$2K Buy
199
+9
+5% +$63 ﹤0.01% 1485
2020
Q1 		$1K Sell
190
-39
-17% -$368 ﹤0.01% 1513
2019
Q4 		$3K Sell
229
-79
-26% -$899 ﹤0.01% 1431
2019
Q3 		$4K Sell
308
-64
-17% -$1.07K ﹤0.01% 1359
2019
Q2 		$8K Buy
372
+200
+116% +$4.23K ﹤0.01% 1179
2019
Q1 		$3K Sell
172
-6
-3% -$133 ﹤0.01% 1358
2018
Q4 		$4K Buy
+178
New +$3.8K ﹤0.01% 1226

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

Global Retirement Partners's REZI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Resideo Technologies (REZI) in Q2 2026: 7,602 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #1485 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in REZI as recently as Q4 2025.

Global Retirement Partners first reported a position in REZI in Q4 2018 and has held it in 28 quarters since. The position peaked at $268K in Q4 2025. 436 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Global Retirement Partners held 7,602 shares of Resideo Technologies worth $236K as of Q2 2026.
  • Resideo Technologies was a new Global Retirement Partners position in Q2 2026.
  • Resideo Technologies made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1485 holding.
  • Global Retirement Partners first reported a position in Resideo Technologies in Q4 2018 and has held it in 28 quarters since.
  • Global Retirement Partners's Resideo Technologies position peaked at $268K in Q4 2025.
  • 436 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.