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IFP Advisors’s Resideo Technologies REZI Stock Holding History

IFP 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 		$145K Buy
4,670
+1,162
+33% +$40K ﹤0.01% 1731
2026
Q1 		$118K Hold
3,508
– – ﹤0.01% 1737
2025
Q4 		$123K Hold
3,508
– – ﹤0.01% 1665
2025
Q3 		$151K Buy
3,508
+167
+5% +$5.22K ﹤0.01% 1434
2025
Q2 		$81.1K Buy
3,341
+913
+38% +$17.4K ﹤0.01% 1771
2025
Q1 		$43K Buy
2,428
+2,416
+20,133% +$49.6K ﹤0.01% 1958
2024
Q4 		$277 Buy
+12
New +$281 ﹤0.01% 3594
2023
Q4 		– Sell
-128
Closed -$2.02K – 3284
2023
Q3 		$2.02K Buy
128
+116
+967% +$1.95K ﹤0.01% 2835
2023
Q2 		$212 Sell
12
-51
-81% -$880 ﹤0.01% 3314
2023
Q1 		$1.83K Sell
63
-1,403
-96% -$25.4K ﹤0.01% 2924
2022
Q4 		$59K Buy
1,466
+56
+4% +$1.01K ﹤0.01% 2127
2022
Q3 		$57K Sell
1,410
-154
-10% -$3.27K ﹤0.01% 2270
2022
Q2 		$60K Hold
1,564
– – ﹤0.01% 2026
2022
Q1 		$60K Buy
1,564
+1,514
+3,028% +$38K ﹤0.01% 2026
2021
Q4 		$1K Sell
50
-11
-18% -$285 ﹤0.01% 3100
2021
Q3 		$3K Sell
61
-7
-10% -$204 ﹤0.01% 2748
2021
Q2 		$2K Hold
68
– – ﹤0.01% 2772
2021
Q1 		$1K Hold
68
– – ﹤0.01% 2870
2020
Q4 		$1K Sell
68
-9
-12% -$144 ﹤0.01% 2809
2020
Q3 		$1K Sell
77
-30
-28% -$380 ﹤0.01% 2695
2020
Q2 		$1K Sell
107
-233
-69% -$1.62K ﹤0.01% 2591
2020
Q1 		$1K Buy
340
+191
+128% +$1.8K ﹤0.01% 2593
2019
Q4 		$1K Sell
149
-216
-59% -$2.46K ﹤0.01% 2711
2019
Q3 		$2K Buy
+365
New +$6.12K ﹤0.01% 2722
2019
Q1 		$2K Buy
+212
New +$4.7K ﹤0.01% 2110

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

IFP Advisors's REZI Position: Q2 2026 in Review

IFP Advisors increased its Resideo Technologies (REZI) stake by 33% in Q2 2026, buying an estimated $40K and bringing the position to 4,670 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1731.

IFP Advisors first reported a position in REZI in Q1 2019 and has held it in 25 quarters since. The position peaked at $151K in Q3 2025. 436 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • IFP Advisors held 4,670 shares of Resideo Technologies worth $145K as of Q2 2026.
  • IFP Advisors bought 1,162 Resideo Technologies shares in Q2 2026, an estimated $40K.
  • Resideo Technologies made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1731 holding.
  • IFP Advisors first reported a position in Resideo Technologies in Q1 2019 and has held it in 25 quarters since.
  • IFP Advisors's Resideo Technologies position peaked at $151K in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.