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MB, Levis & Associates’s Resideo Technologies REZI Stock Holding History

MB, Levis & Associates’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
Q4 		– Sell
-100
Closed -$4.32K – 257
2025
Q3 		$4.32K Buy
+100
New +$3.12K ﹤0.01% 185

Other funds holding REZI

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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

MB, Levis & Associates's REZI Position: Q4 2025 in Review

MB, Levis & Associates sold out of Resideo Technologies (REZI) in Q4 2025, closing a stake of 100 shares — an estimated $4.32K sold.

MB, Levis & Associates first reported a position in REZI in Q3 2025 and held it in 1 quarter. The position peaked at $4.32K in Q3 2025. 450 funds tracked by Wall St. Rank hold REZI as of Q4 2025.

  • MB, Levis & Associates reported no remaining Resideo Technologies position as of Q4 2025 after selling out during the quarter.
  • MB, Levis & Associates sold 100 Resideo Technologies shares in Q4 2025, an estimated $4.32K.
  • MB, Levis & Associates first reported a position in Resideo Technologies in Q3 2025 and held it in 1 quarter.
  • MB, Levis & Associates's Resideo Technologies position peaked at $4.32K in Q3 2025.
  • 450 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2025.

Based on MB, Levis & Associates's 13F filing for Q4 2025, filed 14 Jan 2026.