Stifel Financial
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Stifel Financial’s Resideo Technologies REZI Stock Holding History

Stifel Financial’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
-5,322
Closed -$230K – 3690
2025
Q3 		$230K Buy
+5,322
New +$166K ﹤0.01% 3268
2025
Q1 		– Sell
-9,821
Closed -$226K – 3519
2024
Q4 		$226K Buy
+9,821
New +$230K ﹤0.01% 3110
2024
Q3 		– Sell
-10,021
Closed -$196K – 3445
2024
Q2 		$196K Sell
10,021
-376
-4% -$7.78K ﹤0.01% 3120
2024
Q1 		$233K Buy
10,397
+30
+0.3% +$593 ﹤0.01% 3032
2023
Q4 		$195K Sell
10,367
-2,186
-17% -$35.8K ﹤0.01% 3066
2023
Q3 		$198K Buy
12,553
+627
+5% +$10.5K ﹤0.01% 2995
2023
Q2 		$211K Sell
11,926
-699
-6% -$12.1K ﹤0.01% 3018
2023
Q1 		$231K Sell
12,625
-2,385
-16% -$43.1K ﹤0.01% 2962
2022
Q4 		$247K Buy
15,010
+4,382
+41% +$79.4K ﹤0.01% 2870
2022
Q3 		$203K Sell
10,628
-239
-2% -$5.07K ﹤0.01% 2944
2022
Q2 		$212K Buy
10,867
+2,069
+24% +$46.7K ﹤0.01% 2962
2022
Q1 		$209K Sell
8,798
-401
-4% -$10.1K ﹤0.01% 3106
2021
Q4 		$239K Buy
9,199
+63
+0.7% +$1.63K ﹤0.01% 3052
2021
Q3 		$227K Sell
9,136
-298
-3% -$8.67K ﹤0.01% 3068
2021
Q2 		$283K Sell
9,434
-2,099
-18% -$62.2K ﹤0.01% 2936
2021
Q1 		$326K Sell
11,533
-9,285
-45% -$245K ﹤0.01% 2735
2020
Q4 		$444K Sell
20,818
-35,541
-63% -$569K ﹤0.01% 2395
2020
Q3 		$620K Sell
56,359
-4,306
-7% -$54.5K ﹤0.01% 1951
2020
Q2 		$711K Buy
60,665
+517
+0.9% +$3.6K ﹤0.01% 1784
2020
Q1 		$277K Buy
60,148
+2,936
+5% +$27.7K ﹤0.01% 2236
2019
Q4 		$656K Buy
57,212
+35,503
+164% +$404K ﹤0.01% 2092
2019
Q3 		$284K Buy
21,709
+1,045
+5% +$17.5K ﹤0.01% 2467
2019
Q2 		$415K Sell
20,664
-14,014
-40% -$296K ﹤0.01% 2304
2019
Q1 		$626K Sell
34,678
-20,074
-37% -$445K ﹤0.01% 1935
2018
Q4 		$901K Buy
+54,752
New +$1.17M ﹤0.01% 1595

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stifel Financial's REZI Position: Q4 2025 in Review

Stifel Financial sold out of Resideo Technologies (REZI) in Q4 2025, closing a stake of 5,322 shares — an estimated $230K sold.

Stifel Financial first reported a position in REZI in Q4 2018 and held it in 25 quarters. The position peaked at $901K in Q4 2018. 450 funds tracked by Wall St. Rank hold REZI as of Q4 2025.

  • Stifel Financial reported no remaining Resideo Technologies position as of Q4 2025 after selling out during the quarter.
  • Stifel Financial sold 5,322 Resideo Technologies shares in Q4 2025, an estimated $230K.
  • Stifel Financial first reported a position in Resideo Technologies in Q4 2018 and held it in 25 quarters.
  • Stifel Financial's Resideo Technologies position peaked at $901K in Q4 2018.
  • 450 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2025.

Based on Stifel Financial's 13F filing for Q4 2025, filed 13 Feb 2026.