IFP Advisors
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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
Q3 		$74.6K Sell
4,110
-560
-12% -$14.2K ﹤0.01% 2140
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% +$1.02K ﹤0.01% 2126
2022
Q3 		$57K Sell
1,410
-154
-10% -$3.27K ﹤0.01% 2269
2022
Q2 		$60K Hold
1,564
– – ﹤0.01% 2027
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pembroke Management
Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Wilson Asset Management
Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

IFP Advisors's REZI Position: Q3 2026 in Review

IFP Advisors reduced its Resideo Technologies (REZI) stake by 12% in Q3 2026, selling an estimated $14.2K and leaving 4,110 shares worth $74.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2140.

IFP Advisors first reported a position in REZI in Q1 2019 and has held it in 26 quarters since. The position peaked at $151K in Q3 2025. 173 funds tracked by Wall St. Rank hold REZI as of Q3 2026.

  • IFP Advisors held 4,110 shares of Resideo Technologies worth $74.6K as of Q3 2026.
  • IFP Advisors sold 560 Resideo Technologies shares in Q3 2026, an estimated $14.2K.
  • Resideo Technologies made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2140 holding.
  • IFP Advisors first reported a position in Resideo Technologies in Q1 2019 and has held it in 26 quarters since.
  • IFP Advisors's Resideo Technologies position peaked at $151K in Q3 2025.
  • 173 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.