LPL Financial
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LPL Financial’s Resideo Technologies REZI Stock Holding History

LPL Financial’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 		$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

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
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

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. 197 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.
  • 197 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.