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Spire Wealth Management’s Resideo Technologies REZI Stock Holding History

Spire Wealth 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
2026
Q2 		$28.5K Sell
917
-4
-0.4% -$138 ﹤0.01% 1330
2026
Q1 		$31.1K Hold
921
– – ﹤0.01% 1300
2025
Q4 		$32.4K Buy
921
+3
+0.3% +$111 ﹤0.01% 1316
2025
Q3 		$39.6K Sell
918
-10
-1% -$312 ﹤0.01% 1310
2025
Q2 		$20.5K Buy
928
+296
+47% +$5.65K ﹤0.01% 1513
2025
Q1 		$11.2K Buy
632
+281
+80% +$5.77K ﹤0.01% 1804
2024
Q4 		$8.09K Buy
351
+15
+4% +$352 ﹤0.01% 1896
2024
Q3 		$6.77K Sell
336
-14
-4% -$278 ﹤0.01% 1749
2024
Q2 		$6.85K Buy
350
+8
+2% +$166 ﹤0.01% 1749
2024
Q1 		$7.67K Hold
342
– – ﹤0.01% 1792
2023
Q4 		$5.83K Sell
342
-39
-10% -$638 ﹤0.01% 1914
2023
Q3 		$6.02K Sell
381
-10
-3% -$168 ﹤0.01% 1891
2023
Q2 		$6.91K Sell
391
-27
-6% -$466 ﹤0.01% 1918
2023
Q1 		$7.64K Buy
418
+28
+7% +$506 ﹤0.01% 1932
2022
Q4 		$6K Hold
390
– – ﹤0.01% 1790
2022
Q3 		$7K Sell
390
-100
-20% -$2.12K ﹤0.01% 1667
2022
Q2 		$10K Sell
490
-16
-3% -$361 ﹤0.01% 1926
2022
Q1 		$12K Sell
506
-354
-41% -$8.88K ﹤0.01% 1988
2021
Q4 		$22K Buy
860
+256
+42% +$6.63K ﹤0.01% 2085
2021
Q3 		$15K Hold
604
– – ﹤0.01% 1970
2021
Q2 		$18K Sell
604
-498
-45% -$14.7K ﹤0.01% 1921
2021
Q1 		$32K Buy
+1,102
New +$29.1K ﹤0.01% 1951

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
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

Spire Wealth Management's REZI Position: Q2 2026 in Review

Spire Wealth Management reduced its Resideo Technologies (REZI) stake by 0.43% in Q2 2026, selling an estimated $138 and leaving 917 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1330.

Spire Wealth Management first reported a position in REZI in Q1 2021 and has held it in 22 quarters since. The position peaked at $39.6K in Q3 2025. 436 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Spire Wealth Management held 917 shares of Resideo Technologies worth $28.5K as of Q2 2026.
  • Spire Wealth Management sold 4 Resideo Technologies shares in Q2 2026, an estimated $138.
  • Resideo Technologies made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1330 holding.
  • Spire Wealth Management first reported a position in Resideo Technologies in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Resideo Technologies position peaked at $39.6K in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.