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Johnson Financial Group Inc (Wisconsin)’s Resideo Technologies REZI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		– Sell
-1,500
Closed -$52.7K – 954
2025
Q4 		$52.7K Hold
1,500
– – ﹤0.01% 496
2025
Q3 		$64.8K Buy
+1,500
New +$46.9K ﹤0.01% 545
2024
Q1 		– Sell
-33
Closed -$622 – 954
2023
Q4 		$622 Buy
+33
New +$540 ﹤0.01% 815
2019
Q1 		– Sell
-8
Closed – – 548
2018
Q4 		$0 Buy
+8
New +$171 ﹤0.01% 549

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CDR
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
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AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
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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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s REZI Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Resideo Technologies (REZI) in Q1 2026, closing a stake of 1,500 shares — an estimated $52.7K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in REZI in Q4 2018 and held it in 4 quarters. The position peaked at $64.8K in Q3 2025. 448 funds tracked by Wall St. Rank hold REZI as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Resideo Technologies position as of Q1 2026 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 1,500 Resideo Technologies shares in Q1 2026, an estimated $52.7K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Resideo Technologies in Q4 2018 and held it in 4 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Resideo Technologies position peaked at $64.8K in Q3 2025.
  • 448 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.