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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
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

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Pinnacle Wealth Planning Services's REZI Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Resideo Technologies (REZI) stake by 13% in Q2 2026, selling an estimated $12.7K and leaving 2,508 shares worth $78K. The position accounts for 0.01% of the portfolio, ranked #1014.

Pinnacle Wealth Planning Services first reported a position in REZI in Q4 2020 and has held it in 4 quarters since. The position peaked at $97K in Q1 2026. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Pinnacle Wealth Planning Services held 2,508 shares of Resideo Technologies worth $78K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 369 Resideo Technologies shares in Q2 2026, an estimated $12.7K.
  • Resideo Technologies made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1014 holding.
  • Pinnacle Wealth Planning Services first reported a position in Resideo Technologies in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Resideo Technologies position peaked at $97K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.