Key Financial Inc’s Resideo Technologies REZI Stock Holding History

Key Financial Inc’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	$11.1K	Hold	358	–	–	﹤0.01%	844
2026 Q1	$12.1K	Hold	358	–	–	﹤0.01%	839
2025 Q4	$12.6K	Hold	358	–	–	﹤0.01%	824
2025 Q3	$15.3K	Hold	358	–	–	﹤0.01%	775
2025 Q2	$7.9K	Hold	358	–	–	﹤0.01%	918
2025 Q1	$6.34K	Hold	358	–	–	﹤0.01%	935
2024 Q4	$8.25K	Hold	358	–	–	﹤0.01%	856
2024 Q3	$7.21K	Hold	358	–	–	﹤0.01%	874
2024 Q2	$7K	Hold	358	–	–	﹤0.01%	863
2024 Q1	$8.03K	Hold	358	–	–	﹤0.01%	815
2023 Q4	$6.74K	Hold	358	–	–	﹤0.01%	836
2023 Q3	$5.66K	Hold	358	–	–	﹤0.01%	867
2023 Q2	$6.32K	Hold	358	–	–	﹤0.01%	846
2023 Q1	$6.54K	Hold	358	–	–	﹤0.01%	766
2022 Q4	$6.82K	Hold	358	–	–	﹤0.01%	717
2022 Q3	$7K	Buy	358 +123	+52%	+$2.61K	﹤0.01%	728
2022 Q2	$5K	Hold	235	–	–	﹤0.01%	807
2022 Q1	$6K	Hold	235	–	–	﹤0.01%	760
2021 Q4	$6K	Hold	235	–	–	﹤0.01%	688
2021 Q3	$6K	Hold	235	–	–	﹤0.01%	680
2021 Q2	$7K	Hold	235	–	–	﹤0.01%	644
2021 Q1	$7K	Hold	235	–	–	﹤0.01%	548
2020 Q4	$5K	Buy	+235	New	+$3.76K	﹤0.01%	560
2020 Q2	–	Sell	-235	Closed	-$1K	–	502
2020 Q1	$1K	Buy	+235	New	+$2.22K	﹤0.01%	652

Other funds holding REZI

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Key Financial Inc's REZI Position: Q2 2026 in Review

Key Financial Inc held its Resideo Technologies (REZI) position steady in Q2 2026 at 358 shares worth $11.1K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Key Financial Inc first reported a position in REZI in Q1 2020 and has held it in 24 quarters since. The position peaked at $15.3K in Q3 2025. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

Key Financial Inc held 358 shares of Resideo Technologies worth $11.1K as of Q2 2026.
Key Financial Inc left its Resideo Technologies share count unchanged in Q2 2026.
Resideo Technologies made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #844 holding.
Key Financial Inc first reported a position in Resideo Technologies in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's Resideo Technologies position peaked at $15.3K in Q3 2025.
437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.