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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
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

CDR
Clayton Dubilier & Rice New York $895M AUM 792.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $637M AUM 40.98% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Root Financial Partners's REZI Position: Q2 2026 in Review

Root Financial Partners sold out of Resideo Technologies (REZI) in Q2 2026, closing a stake of 628 shares — an estimated $21.2K sold.

Root Financial Partners first reported a position in REZI in Q3 2025 and held it in 3 quarters. The position peaked at $21.2K in Q1 2026. 118 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Root Financial Partners reported no remaining Resideo Technologies position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 628 Resideo Technologies shares in Q2 2026, an estimated $21.2K.
  • Root Financial Partners first reported a position in Resideo Technologies in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Resideo Technologies position peaked at $21.2K in Q1 2026.
  • 118 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.