Plante Moran Financial Advisors’s Resideo Technologies REZI Stock Holding History

Plante Moran Financial 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	$1.46K	Buy	+47	New	+$1.62K	﹤0.01%	807
2023 Q1	–	Sell	-28	Closed	-$461	–	882
2022 Q4	$461	Buy	+28	New	+$508	﹤0.01%	795
2021 Q1	–	Sell	-40	Closed	-$1K	–	1100
2020 Q4	$1K	Sell	40 -50	-56%	-$800	﹤0.01%	848
2020 Q3	$1K	Sell	90 -165	-65%	-$2.09K	﹤0.01%	817
2020 Q2	$3K	Hold	255	–	–	﹤0.01%	634
2020 Q1	$1K	Sell	255 -16	-6%	-$151	﹤0.01%	704
2019 Q4	$3K	Sell	271 -190	-41%	-$2.16K	﹤0.01%	665
2019 Q3	$7K	Hold	461	–	–	﹤0.01%	651
2019 Q2	$10K	Sell	461 -107	-19%	-$2.26K	﹤0.01%	570
2019 Q1	$11K	Sell	568 -34	-6%	-$753	﹤0.01%	541
2018 Q4	$12K	Buy	+602	New	+$12.8K	﹤0.01%	483

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 $3.38T AUM 44.17% 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

Plante Moran Financial Advisors's REZI Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Resideo Technologies (REZI) in Q2 2026: 47 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #807 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in REZI as recently as Q4 2022.

Plante Moran Financial Advisors first reported a position in REZI in Q4 2018 and has held it in 11 quarters since. The position peaked at $12K in Q4 2018. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

Plante Moran Financial Advisors held 47 shares of Resideo Technologies worth $1.46K as of Q2 2026.
Resideo Technologies was a new Plante Moran Financial Advisors position in Q2 2026.
Resideo Technologies made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #807 holding.
Plante Moran Financial Advisors first reported a position in Resideo Technologies in Q4 2018 and has held it in 11 quarters since.
Plante Moran Financial Advisors's Resideo Technologies position peaked at $12K in Q4 2018.
437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.