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HFM Investment Advisors’s Resideo Technologies REZI Stock Holding History

HFM Investment Advisors’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 		$654 Buy
21
+6
+40% +$206 ﹤0.01% 899
2026
Q1 		$506 Buy
15
+6
+67% +$214 ﹤0.01% 674
2025
Q4 		$317 Sell
9
-2
-18% -$74 ﹤0.01% 872
2025
Q3 		$475 Buy
11
+3
+38% +$94 ﹤0.01% 680
2025
Q2 		$176 Buy
8
+5
+167% +$95 ﹤0.01% 1029
2025
Q1 		$54 Buy
+3
New +$62 ﹤0.01% 1038

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 $3.38T AUM 44.17% 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

HFM Investment Advisors's REZI Position: Q2 2026 in Review

HFM Investment Advisors increased its Resideo Technologies (REZI) stake by 40% in Q2 2026, buying an estimated $206 and bringing the position to 21 shares worth $654. The position accounts for ﹤0.01% of the portfolio, ranked #899.

HFM Investment Advisors first reported a position in REZI in Q1 2025 and has held it in 6 quarters since. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • HFM Investment Advisors held 21 shares of Resideo Technologies worth $654 as of Q2 2026.
  • HFM Investment Advisors bought 6 Resideo Technologies shares in Q2 2026, an estimated $206.
  • Resideo Technologies made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #899 holding.
  • HFM Investment Advisors first reported a position in Resideo Technologies in Q1 2025 and has held it in 6 quarters since.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.