Pinnacle Wealth Planning Services
REZI icon

Pinnacle Wealth Planning Services’s Resideo Technologies REZI Stock Holding History

Pinnacle Wealth Planning Services’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 		$43.1K Sell
2,377
-131
-5% -$3.33K ﹤0.01% 1367
2026
Q2 		$78K Sell
2,508
-369
-13% -$12.7K 0.01% 1014
2026
Q1 		$97K Buy
2,877
+128
+5% +$4.57K 0.01% 818
2025
Q4 		$96.5K Buy
+2,749
New +$102K 0.01% 802
2021
Q1 		– Sell
-78
Closed -$2K – 1592
2020
Q4 		$2K Buy
+78
New +$1.25K ﹤0.01% 1970

Other funds holding REZI

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Pinnacle Wealth Planning Services's REZI Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Resideo Technologies (REZI) stake by 5.2% in Q3 2026, selling an estimated $3.33K and leaving 2,377 shares worth $43.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

Pinnacle Wealth Planning Services first reported a position in REZI in Q4 2020 and has held it in 5 quarters since. The position peaked at $97K in Q1 2026. 191 funds tracked by Wall St. Rank hold REZI as of Q3 2026.

  • Pinnacle Wealth Planning Services held 2,377 shares of Resideo Technologies worth $43.1K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 131 Resideo Technologies shares in Q3 2026, an estimated $3.33K.
  • Resideo Technologies made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1367 holding.
  • Pinnacle Wealth Planning Services first reported a position in Resideo Technologies in Q4 2020 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Resideo Technologies position peaked at $97K in Q1 2026.
  • 191 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.