Nicola Wealth Management’s Resideo Technologies REZI Stock Holding History

Nicola Wealth Management’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	$4.9M	Hold	157,600	–	–	0.56%	55
2026 Q1	$5.31M	Hold	157,600	–	–	0.64%	54
2025 Q4	$5.53M	Hold	157,600	–	–	0.5%	58
2025 Q3	$6.8M	Sell	157,600 -72,000	-31%	-$2.25M	0.61%	50
2025 Q2	$5.06M	Hold	229,600	–	–	0.47%	50
2025 Q1	$4.06M	Hold	229,600	–	–	0.4%	58
2024 Q4	$7.61M	Buy	229,600 +24,000	+12%	+$563K	0.72%	48
2024 Q3	$5.6M	Buy	205,600 +53,000	+35%	+$1.05M	0.44%	58
2024 Q2	$4.08M	Hold	152,600	–	–	0.36%	60
2024 Q1	$4.63M	Hold	152,600	–	–	0.45%	53
2023 Q4	$3.8M	Buy	152,600 +79,000	+107%	+$1.29M	0.4%	63
2023 Q3	$1.57M	Hold	73,600	–	–	0.17%	99
2023 Q2	$1.72M	Hold	73,600	–	–	0.17%	89
2023 Q1	$1.82M	Hold	73,600	–	–	0.18%	94
2022 Q4	$1.64M	Buy	73,600 +26,000	+55%	+$471K	0.17%	108
2022 Q3	$1.24M	Buy	47,600 +31,000	+187%	+$657K	0.14%	111
2022 Q2	$415K	Buy	+16,600	New	+$375K	0.04%	138

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

Nicola Wealth Management's REZI Position: Q2 2026 in Review

Nicola Wealth Management held its Resideo Technologies (REZI) position steady in Q2 2026 at 157,600 shares worth $4.9M. The position accounts for 0.56% of the portfolio, ranked #55.

Nicola Wealth Management first reported a position in REZI in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.61M in Q4 2024. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

Nicola Wealth Management held 157,600 shares of Resideo Technologies worth $4.9M as of Q2 2026.
Nicola Wealth Management left its Resideo Technologies share count unchanged in Q2 2026.
Resideo Technologies made up 0.56% of Nicola Wealth Management's portfolio in Q2 2026, its #55 holding.
Nicola Wealth Management first reported a position in Resideo Technologies in Q2 2022 and has held it in 17 quarters since.
Nicola Wealth Management's Resideo Technologies position peaked at $7.61M in Q4 2024.
437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Nicola Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.