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Rialto Wealth Management’s Resideo Technologies REZI Stock Holding History

Rialto 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
2026
Q2 		$343 Sell
11
-7
-39% -$241 ﹤0.01% 1797
2026
Q1 		$607 Buy
18
+5
+38% +$179 ﹤0.01% 1283
2025
Q4 		$457 Buy
13
+2
+18% +$74 ﹤0.01% 1323
2025
Q3 		$475 Buy
11
+3
+38% +$94 ﹤0.01% 1270
2025
Q2 		$177 Buy
+8
New +$153 ﹤0.01% 1418

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

Rialto Wealth Management's REZI Position: Q2 2026 in Review

Rialto Wealth Management reduced its Resideo Technologies (REZI) stake by 39% in Q2 2026, selling an estimated $241 and leaving 11 shares worth $343. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Rialto Wealth Management first reported a position in REZI in Q2 2025 and has held it in 5 quarters since. The position peaked at $607 in Q1 2026. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Rialto Wealth Management held 11 shares of Resideo Technologies worth $343 as of Q2 2026.
  • Rialto Wealth Management sold 7 Resideo Technologies shares in Q2 2026, an estimated $241.
  • Resideo Technologies made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1797 holding.
  • Rialto Wealth Management first reported a position in Resideo Technologies in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Resideo Technologies position peaked at $607 in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.