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Palumbo Wealth Management’s Resideo Technologies REZI Stock Holding History

Palumbo 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
2025
Q4 		– Sell
-5,546
Closed -$239K – 230
2025
Q3 		$239K Buy
+5,546
New +$173K 0.08% 159
2021
Q3 		– Sell
-10,063
Closed -$302K – 103
2021
Q2 		$302K Hold
10,063
– – 0.2% 83
2021
Q1 		$284K Hold
10,063
– – 0.21% 82
2020
Q4 		$214K Buy
+10,063
New +$161K 0.17% 83

Other funds holding REZI

BlackRock
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 $3.38T AUM 44.17% 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

Palumbo Wealth Management's REZI Position: Q4 2025 in Review

Palumbo Wealth Management sold out of Resideo Technologies (REZI) in Q4 2025, closing a stake of 5,546 shares — an estimated $239K sold.

Palumbo Wealth Management first reported a position in REZI in Q4 2020 and held it in 4 quarters. The position peaked at $302K in Q2 2021. 450 funds tracked by Wall St. Rank hold REZI as of Q4 2025.

  • Palumbo Wealth Management reported no remaining Resideo Technologies position as of Q4 2025 after selling out during the quarter.
  • Palumbo Wealth Management sold 5,546 Resideo Technologies shares in Q4 2025, an estimated $239K.
  • Palumbo Wealth Management first reported a position in Resideo Technologies in Q4 2020 and held it in 4 quarters.
  • Palumbo Wealth Management's Resideo Technologies position peaked at $302K in Q2 2021.
  • 450 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2025.

Based on Palumbo Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.