NewEdge Advisors’s Resideo Technologies REZI Stock Holding History

NewEdge Advisors’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	$2.68K	Buy	86 +4	+5%	+$138	﹤0.01%	3865
2026 Q1	$2.77K	Hold	82	–	–	﹤0.01%	3734
2025 Q4	$2.88K	Hold	82	–	–	﹤0.01%	3814
2025 Q3	$3.54K	Sell	82 -8	-9%	-$250	﹤0.01%	3633
2025 Q2	$1.99K	Sell	90 -494	-85%	-$9.43K	﹤0.01%	3623
2025 Q1	$10.3K	Sell	584 -9	-2%	-$185	﹤0.01%	3089
2024 Q4	$13.7K	Buy	593 +363	+158%	+$8.51K	﹤0.01%	2921
2024 Q3	$4.62K	Sell	230 -8	-3%	-$159	﹤0.01%	3182
2024 Q2	$4.66K	Hold	238	–	–	﹤0.01%	3116
2024 Q1	$5.34K	Buy	238 +50	+27%	+$988	﹤0.01%	3113
2023 Q4	$3.54K	Buy	188 +82	+77%	+$1.34K	﹤0.01%	3215
2023 Q3	$1.68K	Sell	106 -174	-62%	-$2.93K	﹤0.01%	3088
2023 Q2	$4.95K	Sell	280 -150	-35%	-$2.59K	﹤0.01%	2819
2023 Q1	$7.87K	Buy	430 +67	+18%	+$1.21K	﹤0.01%	2640
2022 Q4	$1.95K	Buy	+363	New	+$6.58K	﹤0.01%	2856

Other funds holding REZI

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

NewEdge Advisors's REZI Position: Q2 2026 in Review

NewEdge Advisors increased its Resideo Technologies (REZI) stake by 4.9% in Q2 2026, buying an estimated $138 and bringing the position to 86 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #3865.

NewEdge Advisors first reported a position in REZI in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.7K in Q4 2024. 436 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

NewEdge Advisors held 86 shares of Resideo Technologies worth $2.68K as of Q2 2026.
NewEdge Advisors bought 4 Resideo Technologies shares in Q2 2026, an estimated $138.
Resideo Technologies made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3865 holding.
NewEdge Advisors first reported a position in Resideo Technologies in Q4 2022 and has held it in 15 quarters since.
NewEdge Advisors's Resideo Technologies position peaked at $13.7K in Q4 2024.
436 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.