SageView Advisory Group
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SageView Advisory Group’s Resideo Technologies REZI Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-1,745
Closed -$61.3K – 2014
2025
Q4 		$61.3K Buy
+1,745
New +$64.6K ﹤0.01% 995

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Ariel Investments
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

SageView Advisory Group's REZI Position: Q1 2026 in Review

SageView Advisory Group sold out of Resideo Technologies (REZI) in Q1 2026, closing a stake of 1,745 shares — an estimated $61.3K sold.

SageView Advisory Group first reported a position in REZI in Q4 2025 and held it in 1 quarter. The position peaked at $61.3K in Q4 2025. 448 funds tracked by Wall St. Rank hold REZI as of Q1 2026.

  • SageView Advisory Group reported no remaining Resideo Technologies position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,745 Resideo Technologies shares in Q1 2026, an estimated $61.3K.
  • SageView Advisory Group first reported a position in Resideo Technologies in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Resideo Technologies position peaked at $61.3K in Q4 2025.
  • 448 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.