Root Financial Partners’s Resideo Technologies REZI Stock Holding History

Root Financial Partners’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 Q3	$8.33K	Buy	+459	New	+$11.7K	﹤0.01%	2006
2026 Q2	–	Sell	-628	Closed	-$21.2K	–	2543
2026 Q1	$21.2K	Buy	628 +194	+45%	+$6.93K	﹤0.01%	1301
2025 Q4	$15.2K	Buy	434 +20	+5%	+$740	﹤0.01%	1308
2025 Q3	$17.9K	Buy	+414	New	+$12.9K	﹤0.01%	1172

Other funds holding REZI

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Wilson Asset Management Sydney, Australia $350M AUM 3.6% 1-Year Est. Return

Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

Root Financial Partners's REZI Position: Q3 2026 in Review

Root Financial Partners opened a new position in Resideo Technologies (REZI) in Q3 2026: 459 shares worth $8.33K. The stake represents ﹤0.01% of the portfolio and ranks #2006 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in REZI as recently as Q1 2026.

Root Financial Partners first reported a position in REZI in Q3 2025 and has held it in 4 quarters since. The position peaked at $21.2K in Q1 2026. 124 funds tracked by Wall St. Rank hold REZI as of Q3 2026.

Root Financial Partners held 459 shares of Resideo Technologies worth $8.33K as of Q3 2026.
Resideo Technologies was a new Root Financial Partners position in Q3 2026.
Resideo Technologies made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2006 holding.
Root Financial Partners first reported a position in Resideo Technologies in Q3 2025 and has held it in 4 quarters since.
Root Financial Partners's Resideo Technologies position peaked at $21.2K in Q1 2026.
124 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.