Laurel Wealth Advisors (North Carolina)’s Resideo Technologies REZI Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	-47	Closed	-$1.65K	–	531
2025 Q4	$1.65K	Buy	+47	New	+$1.74K	﹤0.01%	616
2025 Q2	–	Sell	-47	Closed	-$832	–	555
2025 Q1	$832	Sell	47 -3	-6%	-$62	﹤0.01%	647
2024 Q4	$1.15K	Hold	50	–	–	﹤0.01%	657
2024 Q3	$1.01K	Hold	50	–	–	﹤0.01%	629
2024 Q2	$978	Hold	50	–	–	﹤0.01%	581
2024 Q1	$1.12K	Sell	50 -80	-62%	-$1.58K	﹤0.01%	576
2023 Q4	$2.45K	Hold	130	–	–	﹤0.01%	503
2023 Q3	$2.05K	Hold	130	–	–	﹤0.01%	510
2023 Q2	$2.3K	Hold	130	–	–	﹤0.01%	511
2023 Q1	$2.38K	Hold	130	–	–	﹤0.01%	507
2022 Q4	$2.14K	Hold	130	–	–	﹤0.01%	483
2022 Q3	$2K	Sell	130 -70	-35%	-$1.49K	﹤0.01%	489
2022 Q2	$4K	Hold	200	–	–	﹤0.01%	476
2022 Q1	$5K	Hold	200	–	–	﹤0.01%	485
2021 Q4	$5K	Sell	200 -16	-7%	-$415	﹤0.01%	491
2021 Q3	$5K	Hold	216	–	–	﹤0.01%	488
2021 Q2	$6K	Hold	216	–	–	﹤0.01%	524
2021 Q1	$6K	Hold	216	–	–	﹤0.01%	478
2020 Q4	$5K	Hold	216	–	–	﹤0.01%	481
2020 Q3	$2K	Sell	216 -28	-11%	-$355	﹤0.01%	486
2020 Q2	$3K	Hold	244	–	–	﹤0.01%	458
2020 Q1	$1K	Sell	244 -352	-59%	-$3.32K	﹤0.01%	500
2019 Q4	$7K	Sell	596 -76	-11%	-$865	﹤0.01%	417
2019 Q3	$10K	Sell	672 -49	-7%	-$822	﹤0.01%	388
2019 Q2	$16K	Sell	721 -331	-31%	-$6.99K	0.01%	334
2019 Q1	$20K	Sell	1,052 -377	-26%	-$8.35K	0.01%	308
2018 Q4	$29K	Buy	+1,429	New	+$30.5K	0.01%	264

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s REZI Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Resideo Technologies (REZI) in Q1 2026, closing a stake of 47 shares — an estimated $1.65K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in REZI in Q4 2018 and held it in 27 quarters. The position peaked at $29K in Q4 2018. 448 funds tracked by Wall St. Rank hold REZI as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining Resideo Technologies position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 47 Resideo Technologies shares in Q1 2026, an estimated $1.65K.
Laurel Wealth Advisors (North Carolina) first reported a position in Resideo Technologies in Q4 2018 and held it in 27 quarters.
Laurel Wealth Advisors (North Carolina)'s Resideo Technologies position peaked at $29K in Q4 2018.
448 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.