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Larson Financial Group’s Resideo Technologies REZI Stock Holding History

Larson Financial Group’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 		$9.39K Sell
302
-62
-17% -$2.13K ﹤0.01% 2451
2026
Q1 		$12.3K Buy
364
+8
+2% +$286 ﹤0.01% 2116
2025
Q4 		$12.5K Sell
356
-212
-37% -$7.84K ﹤0.01% 1989
2025
Q3 		$24.5K Buy
568
+420
+284% +$13.1K ﹤0.01% 1522
2025
Q2 		$3.27K Buy
148
+85
+135% +$1.62K ﹤0.01% 2247
2025
Q1 		$1.11K Sell
63
-74
-54% -$1.52K ﹤0.01% 2358
2024
Q4 		$3.16K Sell
137
-162
-54% -$3.8K ﹤0.01% 1777
2024
Q3 		$6.02K Buy
299
+42
+16% +$833 ﹤0.01% 1631
2024
Q2 		$5.03K Buy
257
+221
+614% +$4.57K ﹤0.01% 1449
2024
Q1 		$807 Hold
36
– – ﹤0.01% 1488
2023
Q4 		$678 Hold
36
– – ﹤0.01% 1534
2023
Q3 		$569 Hold
36
– – ﹤0.01% 1564
2023
Q2 		$636 Hold
36
– – ﹤0.01% 1415
2023
Q1 		$658 Hold
36
– – ﹤0.01% 1390
2022
Q4 		$592 Hold
36
– – ﹤0.01% 1355
2022
Q3 		$1K Hold
36
– – ﹤0.01% 1234
2022
Q2 		$1K Hold
36
– – ﹤0.01% 1135
2022
Q1 		$1K Hold
36
– – ﹤0.01% 990
2021
Q4 		$1K Buy
36
+35
+3,500% +$907 ﹤0.01% 1033
2021
Q3 		$0 Hold
1
– – ﹤0.01% 938
2021
Q2 		$0 Hold
1
– – ﹤0.01% 919
2021
Q1 		$0 Hold
1
– – ﹤0.01% 916
2020
Q4 		$0 Hold
1
– – ﹤0.01% 831
2020
Q3 		$0 Hold
1
– – ﹤0.01% 821
2020
Q2 		$0 Hold
1
– – ﹤0.01% 744
2020
Q1 		$0 Hold
1
– – ﹤0.01% 639
2019
Q4 		$0 Sell
1
-56
-98% -$637 ﹤0.01% 649
2019
Q3 		$1K Buy
57
+56
+5,600% +$939 ﹤0.01% 509
2019
Q2 		$0 Hold
1
– – ﹤0.01% 562
2019
Q1 		$0 Hold
1
– – ﹤0.01% 536
2018
Q4 		$0 Buy
+1
New +$21 ﹤0.01% 508

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

Larson Financial Group's REZI Position: Q2 2026 in Review

Larson Financial Group reduced its Resideo Technologies (REZI) stake by 17% in Q2 2026, selling an estimated $2.13K and leaving 302 shares worth $9.39K. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

Larson Financial Group first reported a position in REZI in Q4 2018 and has held it in 31 quarters since. The position peaked at $24.5K in Q3 2025. 435 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Larson Financial Group held 302 shares of Resideo Technologies worth $9.39K as of Q2 2026.
  • Larson Financial Group sold 62 Resideo Technologies shares in Q2 2026, an estimated $2.13K.
  • Resideo Technologies made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2451 holding.
  • Larson Financial Group first reported a position in Resideo Technologies in Q4 2018 and has held it in 31 quarters since.
  • Larson Financial Group's Resideo Technologies position peaked at $24.5K in Q3 2025.
  • 435 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.