Shelton Capital Management’s Resideo Technologies REZI Stock Holding History

Shelton Capital Management’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 Q4	–	Sell	-5,373	Closed	-$232K	–	759
2025 Q3	$232K	Buy	+5,373	New	+$168K	0.01%	612
2022 Q2	–	Sell	-8,747	Closed	-$208K	–	788
2022 Q1	$208K	Hold	8,747	–	–	0.01%	760
2021 Q4	$228K	Hold	8,747	–	–	0.01%	723
2021 Q3	$217K	Sell	8,747 -150	-2%	-$4.36K	0.01%	730
2021 Q2	$267K	Sell	8,897 -3,216	-27%	-$95.2K	0.01%	640
2021 Q1	$342K	Hold	12,113	–	–	0.01%	502
2020 Q4	$258K	Hold	12,113	–	–	0.01%	564
2020 Q3	$133K	Buy	12,113 +865	+8%	+$11K	0.01%	727
2020 Q2	$132K	Hold	11,248	–	–	0.01%	631
2020 Q1	$54K	Sell	11,248 -1,013	-8%	-$9.56K	﹤0.01%	622
2019 Q4	$146K	Hold	12,261	–	–	0.01%	790
2019 Q3	$176K	Hold	12,261	–	–	0.01%	769
2019 Q2	$269K	Buy	12,261 +12,024	+5,073%	+$254K	0.02%	600
2019 Q1	$12.3K	Sell	237 -12,024	-98%	-$266K	0.05%	336
2018 Q4	$252K	Buy	+12,261	New	+$262K	0.02%	564

Other funds holding REZI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Shelton Capital Management's REZI Position: Q4 2025 in Review

Shelton Capital Management sold out of Resideo Technologies (REZI) in Q4 2025, closing a stake of 5,373 shares — an estimated $232K sold.

Shelton Capital Management first reported a position in REZI in Q4 2018 and held it in 15 quarters. The position peaked at $342K in Q1 2021. 450 funds tracked by Wall St. Rank hold REZI as of Q4 2025.

Shelton Capital Management reported no remaining Resideo Technologies position as of Q4 2025 after selling out during the quarter.
Shelton Capital Management sold 5,373 Resideo Technologies shares in Q4 2025, an estimated $232K.
Shelton Capital Management first reported a position in Resideo Technologies in Q4 2018 and held it in 15 quarters.
Shelton Capital Management's Resideo Technologies position peaked at $342K in Q1 2021.
450 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2025.

Based on Shelton Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.