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Summit Securities Group’s Resideo Technologies REZI Stock Holding History

Summit Securities 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
Q2 		$55.1K Buy
+1,773
New +$61K 0.01% 569
2025
Q3 		– Sell
-1,218
Closed -$26.9K – 1295
2025
Q2 		$26.9K Buy
+1,218
New +$23.2K 0.01% 660

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

Summit Securities Group's REZI Position: Q2 2026 in Review

Summit Securities Group opened a new position in Resideo Technologies (REZI) in Q2 2026: 1,773 shares worth $55.1K. The stake represents 0.01% of the portfolio and ranks #569 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in REZI as recently as Q2 2025.

Summit Securities Group first reported a position in REZI in Q2 2025 and has held it in 2 quarters since. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Summit Securities Group held 1,773 shares of Resideo Technologies worth $55.1K as of Q2 2026.
  • Resideo Technologies was a new Summit Securities Group position in Q2 2026.
  • Resideo Technologies made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #569 holding.
  • Summit Securities Group first reported a position in Resideo Technologies in Q2 2025 and has held it in 2 quarters since.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.