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Richard Bernstein Advisors’s Resideo Technologies REZI Stock Holding History

Richard Bernstein 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
2025
Q2 		– Sell
-154,034
Closed -$2.73M – 238
2025
Q1 		$2.73M Sell
154,034
-5,419
-3% -$111K 0.07% 167
2024
Q4 		$3.68M Hold
159,453
– – 0.08% 127
2024
Q3 		$3.21M Hold
159,453
– – 0.07% 152
2024
Q2 		$3.12M Hold
159,453
– – 0.07% 142
2024
Q1 		$3.57M Hold
159,453
– – 0.08% 114
2023
Q4 		$3M Buy
159,453
+114
+0.1% +$1.87K 0.07% 140
2023
Q3 		$2.52M Buy
+159,339
New +$2.68M 0.06% 166
2019
Q1 		– Sell
-7,136
Closed -$147K – 346
2018
Q4 		$147K Buy
+7,136
New +$152K 0.01% 319

Other funds holding REZI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Richard Bernstein Advisors's REZI Position: Q2 2025 in Review

Richard Bernstein Advisors sold out of Resideo Technologies (REZI) in Q2 2025, closing a stake of 154,034 shares — an estimated $2.73M sold.

Richard Bernstein Advisors first reported a position in REZI in Q4 2018 and held it in 8 quarters. The position peaked at $3.68M in Q4 2024. 386 funds tracked by Wall St. Rank hold REZI as of Q2 2025.

  • Richard Bernstein Advisors reported no remaining Resideo Technologies position as of Q2 2025 after selling out during the quarter.
  • Richard Bernstein Advisors sold 154,034 Resideo Technologies shares in Q2 2025, an estimated $2.73M.
  • Richard Bernstein Advisors first reported a position in Resideo Technologies in Q4 2018 and held it in 8 quarters.
  • Richard Bernstein Advisors's Resideo Technologies position peaked at $3.68M in Q4 2024.
  • 386 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2025.

Based on Richard Bernstein Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.