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Twin Peaks Wealth Advisors’s Resideo Technologies REZI Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$11.2K Buy
+333
New +$11.9K ﹤0.01% 998
2025
Q3 		– Sell
-303
Closed -$9.48K – 1653
2025
Q2 		$9.48K Buy
+303
New +$5.78K ﹤0.01% 962

Other funds holding REZI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Twin Peaks Wealth Advisors's REZI Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Resideo Technologies (REZI) in Q1 2026: 333 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #998 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in REZI as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in REZI in Q2 2025 and has held it in 2 quarters since. 445 funds tracked by Wall St. Rank hold REZI as of Q1 2026.

  • Twin Peaks Wealth Advisors held 333 shares of Resideo Technologies worth $11.2K as of Q1 2026.
  • Resideo Technologies was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Resideo Technologies made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #998 holding.
  • Twin Peaks Wealth Advisors first reported a position in Resideo Technologies in Q2 2025 and has held it in 2 quarters since.
  • 445 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.