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Towercrest Capital Management’s Resideo Technologies REZI Stock Holding History

Towercrest 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
Q2 		– Sell
-15,203
Closed -$269K – 91
2025
Q1 		$269K Hold
15,203
– – 0.05% 80
2024
Q4 		$350K Hold
15,203
– – 0.06% 83
2024
Q3 		$306K Sell
15,203
-15,201
-50% -$301K 0.05% 88
2024
Q2 		$595K Hold
30,404
– – 0.1% 64
2024
Q1 		$682K Hold
30,404
– – 0.12% 58
2023
Q4 		$572K Hold
30,404
– – 0.1% 59
2023
Q3 		$480K Buy
+30,404
New +$511K 0.09% 62

Other funds holding REZI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Towercrest Capital Management's REZI Position: Q2 2025 in Review

Towercrest Capital Management sold out of Resideo Technologies (REZI) in Q2 2025, closing a stake of 15,203 shares — an estimated $269K sold.

Towercrest Capital Management first reported a position in REZI in Q3 2023 and held it in 7 quarters. The position peaked at $682K in Q1 2024. 386 funds tracked by Wall St. Rank hold REZI as of Q2 2025.

  • Towercrest Capital Management reported no remaining Resideo Technologies position as of Q2 2025 after selling out during the quarter.
  • Towercrest Capital Management sold 15,203 Resideo Technologies shares in Q2 2025, an estimated $269K.
  • Towercrest Capital Management first reported a position in Resideo Technologies in Q3 2023 and held it in 7 quarters.
  • Towercrest Capital Management's Resideo Technologies position peaked at $682K in Q1 2024.
  • 386 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2025.

Based on Towercrest Capital Management's 13F filing for Q2 2025, filed 5 Aug 2025.