TPWA
REZI icon

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
Q2 		– Sell
-333
Closed -$11.2K – 1739
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 $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

Twin Peaks Wealth Advisors's REZI Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Resideo Technologies (REZI) in Q2 2026, closing a stake of 333 shares — an estimated $11.2K sold.

Twin Peaks Wealth Advisors first reported a position in REZI in Q2 2025 and held it in 2 quarters. The position peaked at $11.2K in Q1 2026. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Resideo Technologies position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 333 Resideo Technologies shares in Q2 2026, an estimated $11.2K.
  • Twin Peaks Wealth Advisors first reported a position in Resideo Technologies in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Resideo Technologies position peaked at $11.2K in Q1 2026.
  • 437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.