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Rothschild Investment LLC’s Resideo Technologies REZI Stock Holding History

Rothschild Investment LLC’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 		$8.89K Sell
286
-3
-1% -$103 ﹤0.01% 1951
2026
Q1 		$9.74K Buy
289
+32
+12% +$1.14K ﹤0.01% 1697
2025
Q4 		$9.03K Hold
257
– – ﹤0.01% 1609
2025
Q3 		$11.1K Sell
257
-60
-19% -$1.87K ﹤0.01% 1399
2025
Q2 		$6.99K Buy
317
+110
+53% +$2.1K ﹤0.01% 1357
2025
Q1 		$3.66K Buy
207
+15
+8% +$308 ﹤0.01% 1582
2024
Q4 		$4.43K Buy
192
+20
+12% +$469 ﹤0.01% 1394
2024
Q3 		$3.46K Buy
172
+80
+87% +$1.59K ﹤0.01% 1441
2024
Q2 		$1.8K Buy
92
+20
+28% +$414 ﹤0.01% 1430
2024
Q1 		$1.61K Buy
72
+15
+26% +$296 ﹤0.01% 1229
2023
Q4 		$1.07K Buy
+57
New +$933 ﹤0.01% 1190

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VCM
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Rothschild Investment LLC's REZI Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Resideo Technologies (REZI) stake by 1% in Q2 2026, selling an estimated $103 and leaving 286 shares worth $8.89K. The position accounts for ﹤0.01% of the portfolio, ranked #1951.

Rothschild Investment LLC first reported a position in REZI in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.1K in Q3 2025. 396 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Rothschild Investment LLC held 286 shares of Resideo Technologies worth $8.89K as of Q2 2026.
  • Rothschild Investment LLC sold 3 Resideo Technologies shares in Q2 2026, an estimated $103.
  • Resideo Technologies made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1951 holding.
  • Rothschild Investment LLC first reported a position in Resideo Technologies in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's Resideo Technologies position peaked at $11.1K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.