PFS
REZI icon

Prospera Financial Services’s Resideo Technologies REZI Stock Holding History

Prospera Financial 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
2025
Q4 		– Sell
-6,615
Closed -$286K – 1426
2025
Q3 		$286K Buy
+6,615
New +$207K ﹤0.01% 1160
2022
Q3 		– Sell
-78
Closed -$2K – 1415
2022
Q2 		$2K Sell
78
-39
-33% -$880 ﹤0.01% 1562
2022
Q1 		$3K Buy
+117
New +$2.94K ﹤0.01% 2410
2020
Q4 		– Sell
-69
Closed -$1K – 1354
2020
Q3 		$1K Buy
+69
New +$874 ﹤0.01% 1565

Other funds holding REZI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 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 $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prospera Financial Services's REZI Position: Q4 2025 in Review

Prospera Financial Services sold out of Resideo Technologies (REZI) in Q4 2025, closing a stake of 6,615 shares — an estimated $286K sold.

Prospera Financial Services first reported a position in REZI in Q3 2020 and held it in 4 quarters. The position peaked at $286K in Q3 2025. 448 funds tracked by Wall St. Rank hold REZI as of Q4 2025.

  • Prospera Financial Services reported no remaining Resideo Technologies position as of Q4 2025 after selling out during the quarter.
  • Prospera Financial Services sold 6,615 Resideo Technologies shares in Q4 2025, an estimated $286K.
  • Prospera Financial Services first reported a position in Resideo Technologies in Q3 2020 and held it in 4 quarters.
  • Prospera Financial Services's Resideo Technologies position peaked at $286K in Q3 2025.
  • 448 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2025.

Based on Prospera Financial Services's 13F filing for Q4 2025, filed 9 Feb 2026.