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High Note Wealth’s Resideo Technologies REZI Stock Holding History

High Note Wealth’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 		$1.68K Sell
54
-58
-52% -$2K ﹤0.01% 859
2026
Q1 		$3.78K Hold
112
– – ﹤0.01% 644
2025
Q4 		$3.93K Sell
112
-23
-17% -$851 ﹤0.01% 607
2025
Q3 		$5.83K Buy
+135
New +$4.22K ﹤0.01% 409

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

High Note Wealth's REZI Position: Q2 2026 in Review

High Note Wealth reduced its Resideo Technologies (REZI) stake by 52% in Q2 2026, selling an estimated $2K and leaving 54 shares worth $1.68K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

High Note Wealth first reported a position in REZI in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.83K in Q3 2025. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • High Note Wealth held 54 shares of Resideo Technologies worth $1.68K as of Q2 2026.
  • High Note Wealth sold 58 Resideo Technologies shares in Q2 2026, an estimated $2K.
  • Resideo Technologies made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #859 holding.
  • High Note Wealth first reported a position in Resideo Technologies in Q3 2025 and has held it in 4 quarters since.
  • High Note Wealth's Resideo Technologies position peaked at $5.83K in Q3 2025.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.