IEQ Capital’s Resideo Technologies REZI Stock Holding History

IEQ Capital’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 Q3	–	Sell	-33,515	Closed	-$739K	–	2036
2025 Q2	$739K	Buy	+33,515	New	+$639K	﹤0.01%	970

Other funds holding REZI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IEQ Capital's REZI Position: Q3 2025 in Review

IEQ Capital sold out of Resideo Technologies (REZI) in Q3 2025, closing a stake of 33,515 shares — an estimated $739K sold.

IEQ Capital first reported a position in REZI in Q2 2025 and held it in 1 quarter. The position peaked at $739K in Q2 2025. 455 funds tracked by Wall St. Rank hold REZI as of Q3 2025.

IEQ Capital reported no remaining Resideo Technologies position as of Q3 2025 after selling out during the quarter.
IEQ Capital sold 33,515 Resideo Technologies shares in Q3 2025, an estimated $739K.
IEQ Capital first reported a position in Resideo Technologies in Q2 2025 and held it in 1 quarter.
IEQ Capital's Resideo Technologies position peaked at $739K in Q2 2025.
455 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2025.

Based on IEQ Capital's 13F filing for Q3 2025, filed 14 Nov 2025.