LRI Investments’s Resideo Technologies REZI Stock Holding History

LRI Investments’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	$18.4K	Buy	591 +12	+2%	+$413	﹤0.01%	789
2026 Q1	$19.5K	Hold	579	–	–	﹤0.01%	704
2025 Q4	$20.3K	Sell	579 -240	-29%	-$8.88K	﹤0.01%	691
2025 Q3	$35.4K	Sell	819 -224	-21%	-$7K	﹤0.01%	610
2025 Q2	$23K	Buy	1,043 +37	+4%	+$706	﹤0.01%	680
2025 Q1	$17.8K	Buy	1,006 +33	+3%	+$678	﹤0.01%	694
2024 Q4	$22.4K	Hold	973	–	–	﹤0.01%	643
2024 Q3	$24.7K	Buy	973 +3	+0.3%	+$60	﹤0.01%	617
2024 Q2	$19K	Buy	+970	New	+$20.1K	﹤0.01%	614

Other funds holding REZI

CDR

Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LRI Investments's REZI Position: Q2 2026 in Review

LRI Investments increased its Resideo Technologies (REZI) stake by 2.1% in Q2 2026, buying an estimated $413 and bringing the position to 591 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #789.

LRI Investments first reported a position in REZI in Q2 2024 and has held it in 9 quarters since. The position peaked at $35.4K in Q3 2025. 128 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

LRI Investments held 591 shares of Resideo Technologies worth $18.4K as of Q2 2026.
LRI Investments bought 12 Resideo Technologies shares in Q2 2026, an estimated $413.
Resideo Technologies made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #789 holding.
LRI Investments first reported a position in Resideo Technologies in Q2 2024 and has held it in 9 quarters since.
LRI Investments's Resideo Technologies position peaked at $35.4K in Q3 2025.
128 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.