LPL Financial’s Resideo Technologies REZI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $990K | Sell |
31,843
-474
| -1% | -$16.3K | ﹤0.01% | 4427 |
|
|
2026
Q1 | $1.09M | Sell |
32,317
-4,439
| -12% | -$159K | ﹤0.01% | 4110 |
|
|
2025
Q4 | $1.29M | Buy |
36,756
+1,111
| +3% | +$41.1K | ﹤0.01% | 3815 |
|
|
2025
Q3 | $1.54M | Buy |
35,645
+2,696
| +8% | +$84.2K | ﹤0.01% | 3570 |
|
|
2025
Q2 | $727K | Sell |
32,949
-3,822
| -10% | -$72.9K | ﹤0.01% | 4044 |
|
|
2025
Q1 | $651K | Buy |
36,771
+920
| +3% | +$18.9K | ﹤0.01% | 3924 |
|
|
2024
Q4 | $826K | Buy |
35,851
+7,514
| +27% | +$176K | ﹤0.01% | 3660 |
|
|
2024
Q3 | $571K | Buy |
28,337
+2,895
| +11% | +$57.4K | ﹤0.01% | 3883 |
|
|
2024
Q2 | $498K | Sell |
25,442
-759
| -3% | -$15.7K | ﹤0.01% | 3877 |
|
|
2024
Q1 | $587K | Sell |
26,201
-395
| -1% | -$7.8K | ﹤0.01% | 3643 |
|
|
2023
Q4 | $501K | Buy |
26,596
+6,324
| +31% | +$104K | ﹤0.01% | 3669 |
|
|
2023
Q3 | $320K | Buy |
20,272
+5,099
| +34% | +$85.8K | ﹤0.01% | 3857 |
|
|
2023
Q2 | $268K | Sell |
15,173
-1,820
| -11% | -$31.4K | ﹤0.01% | 3944 |
|
|
2023
Q1 | $311K | Buy |
16,993
+770
| +5% | +$13.9K | ﹤0.01% | 3711 |
|
|
2022
Q4 | $267K | Sell |
16,223
-3,363
| -17% | -$61K | ﹤0.01% | 3741 |
|
|
2022
Q3 | $373K | Buy |
19,586
+1,216
| +7% | +$25.8K | ﹤0.01% | 3405 |
|
|
2022
Q2 | $357K | Buy |
18,370
+2,213
| +14% | +$49.9K | ﹤0.01% | 3482 |
|
|
2022
Q1 | $385K | Sell |
16,157
-2,728
| -14% | -$68.5K | ﹤0.01% | 3384 |
|
|
2021
Q4 | $492K | Buy |
18,885
+2,146
| +13% | +$55.6K | ﹤0.01% | 3295 |
|
|
2021
Q3 | $415K | Buy |
16,739
+1,007
| +6% | +$29.3K | ﹤0.01% | 3389 |
|
|
2021
Q2 | $472K | Buy |
15,732
+1,340
| +9% | +$39.7K | ﹤0.01% | 3211 |
|
|
2021
Q1 | $407K | Buy |
14,392
+793
| +6% | +$21K | ﹤0.01% | 3205 |
|
|
2020
Q4 | $289K | Buy |
13,599
+2,838
| +26% | +$45.4K | ﹤0.01% | 3227 |
|
|
2020
Q3 | $118K | Sell |
10,761
-346
| -3% | -$4.38K | ﹤0.01% | 3334 |
|
|
2020
Q2 | $130K | Sell |
11,107
-1,179
| -10% | -$8.21K | ﹤0.01% | 3249 |
|
|
2020
Q1 | $59K | Sell |
12,286
-1,244
| -9% | -$11.7K | ﹤0.01% | 3070 |
|
|
2019
Q4 | $161K | Sell |
13,530
-2,009
| -13% | -$22.9K | ﹤0.01% | 3153 |
|
|
2019
Q3 | $223K | Sell |
15,539
-5,656
| -27% | -$94.8K | ﹤0.01% | 2911 |
|
|
2019
Q2 | $465K | Sell |
21,195
-3,978
| -16% | -$84.1K | ﹤0.01% | 2331 |
|
|
2019
Q1 | $486K | Sell |
25,173
-11,314
| -31% | -$251K | ﹤0.01% | 2250 |
|
|
2018
Q4 | $750K | Buy |
+36,487
| New | +$779K | ﹤0.01% | 1736 |
|
Other funds holding REZI
CDR
AI
LPL Financial's REZI Position: Q2 2026 in Review
LPL Financial reduced its Resideo Technologies (REZI) stake by 1.5% in Q2 2026, selling an estimated $16.3K and leaving 31,843 shares worth $990K. The position accounts for ﹤0.01% of the portfolio, ranked #4427.
LPL Financial first reported a position in REZI in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.54M in Q3 2025. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.
- LPL Financial held 31,843 shares of Resideo Technologies worth $990K as of Q2 2026.
- LPL Financial sold 474 Resideo Technologies shares in Q2 2026, an estimated $16.3K.
- Resideo Technologies made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4427 holding.
- LPL Financial first reported a position in Resideo Technologies in Q4 2018 and has held it in 31 quarters since.
- LPL Financial's Resideo Technologies position peaked at $1.54M in Q3 2025.
- 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.