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Lloyd Advisory Services’s Resideo Technologies REZI Stock Holding History

Lloyd 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
Q2 		– Sell
-107
Closed -$3.61K – 926
2026
Q1 		$3.61K Buy
+107
New +$3.82K ﹤0.01% 606

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

Lloyd Advisory Services's REZI Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Resideo Technologies (REZI) in Q2 2026, closing a stake of 107 shares — an estimated $3.61K sold.

Lloyd Advisory Services first reported a position in REZI in Q1 2026 and held it in 1 quarter. The position peaked at $3.61K in Q1 2026. 435 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Lloyd Advisory Services reported no remaining Resideo Technologies position as of Q2 2026 after selling out during the quarter.
  • Lloyd Advisory Services sold 107 Resideo Technologies shares in Q2 2026, an estimated $3.61K.
  • Lloyd Advisory Services first reported a position in Resideo Technologies in Q1 2026 and held it in 1 quarter.
  • Lloyd Advisory Services's Resideo Technologies position peaked at $3.61K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.