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U.S. Capital Wealth Advisors’s Resideo Technologies REZI Stock Holding History

U.S. Capital 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 		$310K Sell
9,195
-92
-1% -$3.29K 0.01% 814
2025
Q4 		$326K Buy
9,287
+196
+2% +$7.25K 0.01% 774
2025
Q3 		$393K Sell
9,091
-329
-3% -$10.3K 0.01% 694
2025
Q2 		$208K Sell
9,420
-1,730
-16% -$33K 0.01% 829
2025
Q1 		$197K Sell
11,150
-522
-4% -$10.7K 0.01% 804
2024
Q4 		$269K Sell
11,672
-1,549
-12% -$36.3K 0.01% 711
2024
Q3 		$266K Sell
13,221
-2,351
-15% -$46.6K 0.01% 611
2024
Q2 		$305K Sell
15,572
-6,510
-29% -$135K 0.01% 567
2024
Q1 		$495K Sell
22,082
-7,193
-25% -$142K 0.02% 470
2023
Q4 		$551K Sell
29,275
-5,189
-15% -$84.9K 0.02% 433
2023
Q3 		$545K Sell
34,464
-1,693
-5% -$28.5K 0.02% 415
2023
Q2 		$639K Sell
36,157
-2,622
-7% -$45.3K 0.03% 400
2023
Q1 		$709K Sell
38,779
-5,308
-12% -$96K 0.03% 368
2022
Q4 		$725K Sell
44,087
-880
-2% -$16K 0.03% 382
2022
Q3 		$857K Sell
44,967
-2,215
-5% -$47K 0.04% 346
2022
Q2 		$916K Sell
47,182
-1,950
-4% -$44K 0.04% 363
2022
Q1 		$1.17M Sell
49,132
-3,764
-7% -$94.4K 0.04% 366
2021
Q4 		$1.38M Sell
52,896
-493
-0.9% -$12.8K 0.05% 334
2021
Q3 		$1.32M Buy
+53,389
New +$1.55M 0.06% 330

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

U.S. Capital Wealth Advisors's REZI Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Resideo Technologies (REZI) stake by 0.99% in Q1 2026, selling an estimated $3.29K and leaving 9,195 shares worth $310K. The position accounts for 0.01% of the portfolio, ranked #814.

U.S. Capital Wealth Advisors first reported a position in REZI in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.38M in Q4 2021. 448 funds tracked by Wall St. Rank hold REZI as of Q1 2026.

  • U.S. Capital Wealth Advisors held 9,195 shares of Resideo Technologies worth $310K as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 92 Resideo Technologies shares in Q1 2026, an estimated $3.29K.
  • Resideo Technologies made up 0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #814 holding.
  • U.S. Capital Wealth Advisors first reported a position in Resideo Technologies in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Resideo Technologies position peaked at $1.38M in Q4 2021.
  • 448 funds tracked by Wall St. Rank held Resideo Technologies as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.