Moisand Fitzgerald Tamayo’s Resideo Technologies REZI Stock Holding History

Moisand Fitzgerald Tamayo’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 Q3	$3.79K	Hold	209	–	–	﹤0.01%	528
2026 Q2	$6.5K	Hold	209	–	–	﹤0.01%	409
2026 Q1	$7.05K	Hold	209	–	–	﹤0.01%	375
2025 Q4	$7.34K	Hold	209	–	–	﹤0.01%	375
2025 Q3	$9.03K	Hold	209	–	–	﹤0.01%	365
2025 Q2	$4.61K	Hold	209	–	–	﹤0.01%	422
2025 Q1	$3.7K	Sell	209 -18	-8%	-$370	﹤0.01%	438
2024 Q4	$5.23K	Hold	227	–	–	﹤0.01%	414
2024 Q3	$4.57K	Hold	227	–	–	﹤0.01%	444
2024 Q2	$4.44K	Hold	227	–	–	﹤0.01%	406
2024 Q1	$5.09K	Hold	227	–	–	﹤0.01%	386
2023 Q4	$4.27K	Hold	227	–	–	﹤0.01%	444
2023 Q3	$3.59K	Hold	227	–	–	﹤0.01%	476
2023 Q2	$4.01K	Hold	227	–	–	﹤0.01%	436
2023 Q1	$4.15K	Hold	227	–	–	﹤0.01%	439
2022 Q4	$3.73K	Buy	227 +89	+64%	+$1.61K	﹤0.01%	444
2022 Q3	$3K	Buy	138 +120	+667%	+$2.54K	﹤0.01%	451
2022 Q2	$0	Buy	+18	New	+$406	﹤0.01%	658
2022 Q1	–	Sell	-18	Closed	–	–	621
2021 Q4	$0	Hold	18	–	–	﹤0.01%	408
2021 Q3	$0	Hold	18	–	–	﹤0.01%	412
2021 Q2	$1K	Hold	18	–	–	﹤0.01%	395
2021 Q1	$1K	Hold	18	–	–	﹤0.01%	334
2020 Q4	$0	Hold	18	–	–	﹤0.01%	382
2020 Q3	$0	Hold	18	–	–	﹤0.01%	354
2020 Q2	$0	Sell	18 -21	-54%	-$146	﹤0.01%	328
2020 Q1	$0	Hold	39	–	–	﹤0.01%	282
2019 Q4	$0	Hold	39	–	–	﹤0.01%	285
2019 Q3	$1K	Sell	39 -15	-28%	-$252	﹤0.01%	261
2019 Q2	$1K	Hold	54	–	–	﹤0.01%	266
2019 Q1	$1K	Hold	54	–	–	﹤0.01%	268
2018 Q4	$1K	Buy	+54	New	+$1.15K	﹤0.01%	266

Other funds holding REZI

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Steph & Co Marinette, Wisconsin $392M AUM 12.64% 1-Year Est. Return

HNB

Hilltop National Bank Casper, Wyoming $465M AUM 31.11% 1-Year Est. Return

Moisand Fitzgerald Tamayo's REZI Position: Q3 2026 in Review

Moisand Fitzgerald Tamayo held its Resideo Technologies (REZI) position steady in Q3 2026 at 209 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Moisand Fitzgerald Tamayo first reported a position in REZI in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.03K in Q3 2025. 36 funds tracked by Wall St. Rank hold REZI as of Q3 2026.

Moisand Fitzgerald Tamayo held 209 shares of Resideo Technologies worth $3.79K as of Q3 2026.
Moisand Fitzgerald Tamayo left its Resideo Technologies share count unchanged in Q3 2026.
Resideo Technologies made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q3 2026, its #528 holding.
Moisand Fitzgerald Tamayo first reported a position in Resideo Technologies in Q4 2018 and has held it in 31 quarters since.
Moisand Fitzgerald Tamayo's Resideo Technologies position peaked at $9.03K in Q3 2025.
36 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2026, filed 15 Oct 2026.