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JFS Wealth Advisors’s Resideo Technologies REZI Stock Holding History

JFS Wealth 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 		$6.13K Buy
197
+9
+5% +$310 ﹤0.01% 1204
2026
Q1 		$6.34K Buy
188
+21
+13% +$750 ﹤0.01% 1113
2025
Q4 		$5.87K Buy
167
+42
+34% +$1.55K ﹤0.01% 1176
2025
Q3 		$5.4K Buy
125
+2
+2% +$62 ﹤0.01% 1090
2025
Q2 		$2.71K Buy
123
+67
+120% +$1.28K ﹤0.01% 1303
2025
Q1 		$992 Sell
56
-34
-38% -$698 ﹤0.01% 1645
2024
Q4 		$2.08K Buy
90
+28
+45% +$657 ﹤0.01% 1462
2024
Q3 		$1.25K Sell
62
-32
-34% -$635 ﹤0.01% 1648
2024
Q2 		$1.84K Hold
94
– – ﹤0.01% 1464
2024
Q1 		$2.11K Buy
94
+42
+81% +$830 ﹤0.01% 1422
2023
Q4 		$979 Sell
52
-50
-49% -$818 ﹤0.01% 1664
2023
Q3 		$1.61K Sell
102
-31
-23% -$521 ﹤0.01% 1447
2023
Q2 		$2.35K Buy
133
+17
+15% +$293 ﹤0.01% 1319
2023
Q1 		$2.12K Sell
116
-533
-82% -$9.64K ﹤0.01% 1335
2022
Q4 		$10.7K Buy
649
+63
+11% +$1.14K ﹤0.01% 682
2022
Q3 		$11K Sell
586
-80
-12% -$1.7K ﹤0.01% 704
2022
Q2 		$13K Sell
666
-546
-45% -$12.3K ﹤0.01% 702
2022
Q1 		$29K Buy
1,212
+58
+5% +$1.46K ﹤0.01% 530
2021
Q4 		$30K Buy
1,154
+39
+3% +$1.01K ﹤0.01% 500
2021
Q3 		$28K Buy
1,115
+1,099
+6,869% +$32K ﹤0.01% 495
2021
Q2 		$0 Hold
16
– – ﹤0.01% 631
2021
Q1 		$0 Hold
16
– – ﹤0.01% 619
2020
Q4 		$0 Hold
16
– – ﹤0.01% 618
2020
Q3 		$0 Hold
16
– – ﹤0.01% 592
2020
Q2 		$0 Hold
16
– – ﹤0.01% 567
2020
Q1 		$0 Hold
16
– – ﹤0.01% 559
2019
Q4 		$0 Sell
16
-77
-83% -$876 ﹤0.01% 542
2019
Q3 		$1K Sell
93
-158
-63% -$2.65K ﹤0.01% 494
2019
Q2 		$6K Hold
251
– – ﹤0.01% 397
2019
Q1 		$5K Hold
251
– – ﹤0.01% 395
2018
Q4 		$5K Buy
+251
New +$5.36K ﹤0.01% 391

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

JFS Wealth Advisors's REZI Position: Q2 2026 in Review

JFS Wealth Advisors increased its Resideo Technologies (REZI) stake by 4.8% in Q2 2026, buying an estimated $310 and bringing the position to 197 shares worth $6.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1204.

JFS Wealth Advisors first reported a position in REZI in Q4 2018 and has held it in 31 quarters since. The position peaked at $30K in Q4 2021. 436 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • JFS Wealth Advisors held 197 shares of Resideo Technologies worth $6.13K as of Q2 2026.
  • JFS Wealth Advisors bought 9 Resideo Technologies shares in Q2 2026, an estimated $310.
  • Resideo Technologies made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1204 holding.
  • JFS Wealth Advisors first reported a position in Resideo Technologies in Q4 2018 and has held it in 31 quarters since.
  • JFS Wealth Advisors's Resideo Technologies position peaked at $30K in Q4 2021.
  • 436 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.