KFA
REZI icon

Kelleher Financial Advisors’s Resideo Technologies REZI Stock Holding History

Kelleher Financial 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 		$1.31K Buy
42
+21
+100% +$722 ﹤0.01% 789
2026
Q1 		$708 Hold
21
– – ﹤0.01% 657
2025
Q4 		$738 Hold
21
– – ﹤0.01% 674
2025
Q3 		$907 Buy
+21
New +$656 ﹤0.01% 601

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 $3.38T AUM 44.17% 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

Kelleher Financial Advisors's REZI Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Resideo Technologies (REZI) stake by 100% in Q2 2026, buying an estimated $722 and bringing the position to 42 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

Kelleher Financial Advisors first reported a position in REZI in Q3 2025 and has held it in 4 quarters since. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Kelleher Financial Advisors held 42 shares of Resideo Technologies worth $1.31K as of Q2 2026.
  • Kelleher Financial Advisors bought 21 Resideo Technologies shares in Q2 2026, an estimated $722.
  • Resideo Technologies made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #789 holding.
  • Kelleher Financial Advisors first reported a position in Resideo Technologies in Q3 2025 and has held it in 4 quarters since.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.