Kestra Advisory Services
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Kestra Advisory Services’s Resideo Technologies REZI Stock Holding History

Kestra Advisory Services’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
-959
Closed -$33.7K – 4137
2025
Q4 		$33.7K Buy
+959
New +$35.5K ﹤0.01% 4216

Other funds holding REZI

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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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ariel Investments
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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Kestra Advisory Services's REZI Position: Q1 2026 in Review

Kestra Advisory Services sold out of Resideo Technologies (REZI) in Q1 2026, closing a stake of 959 shares — an estimated $33.7K sold.

Kestra Advisory Services first reported a position in REZI in Q4 2025 and held it in 1 quarter. The position peaked at $33.7K in Q4 2025. 448 funds tracked by Wall St. Rank hold REZI as of Q1 2026.

  • Kestra Advisory Services reported no remaining Resideo Technologies position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 959 Resideo Technologies shares in Q1 2026, an estimated $33.7K.
  • Kestra Advisory Services first reported a position in Resideo Technologies in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Resideo Technologies position peaked at $33.7K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.