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Livelsberger Financial Advisory’s Resideo Technologies REZI Stock Holding History

Livelsberger Financial Advisory’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
2025
Q3 		– Sell
-5
Closed -$110 – 68
2025
Q2 		$110 Buy
+5
New +$95 ﹤0.01% 81
2024
Q4 		– Sell
-5
Closed -$101 – 64
2024
Q3 		$101 Buy
+5
New +$99 ﹤0.01% 77
2024
Q1 		– Sell
-5
Closed -$94 – 162
2023
Q4 		$94 Buy
+5
New +$82 ﹤0.01% 451

Other funds holding REZI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Livelsberger Financial Advisory's REZI Position: Q3 2025 in Review

Livelsberger Financial Advisory sold out of Resideo Technologies (REZI) in Q3 2025, closing a stake of 5 shares — an estimated $110 sold.

Livelsberger Financial Advisory first reported a position in REZI in Q4 2023 and held it in 3 quarters. The position peaked at $110 in Q2 2025. 454 funds tracked by Wall St. Rank hold REZI as of Q3 2025.

  • Livelsberger Financial Advisory reported no remaining Resideo Technologies position as of Q3 2025 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 5 Resideo Technologies shares in Q3 2025, an estimated $110.
  • Livelsberger Financial Advisory first reported a position in Resideo Technologies in Q4 2023 and held it in 3 quarters.
  • Livelsberger Financial Advisory's Resideo Technologies position peaked at $110 in Q2 2025.
  • 454 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2025.

Based on Livelsberger Financial Advisory's 13F filing for Q3 2025, filed 14 Oct 2025.