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Wealthspire Advisors (New York)’s Resideo Technologies REZI Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-500
Closed -$21.6K – 2465
2025
Q3 		$21.6K Buy
+500
New +$15.6K ﹤0.01% 1642
2019
Q1 		– Sell
-60
Closed -$1K – 634
2018
Q4 		$1K Buy
+60
New +$1.28K ﹤0.01% 830

Other funds holding REZI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s REZI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Resideo Technologies (REZI) in Q4 2025, closing a stake of 500 shares — an estimated $21.6K sold.

Wealthspire Advisors (New York) first reported a position in REZI in Q4 2018 and held it in 2 quarters. The position peaked at $21.6K in Q3 2025. 449 funds tracked by Wall St. Rank hold REZI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Resideo Technologies position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 500 Resideo Technologies shares in Q4 2025, an estimated $21.6K.
  • Wealthspire Advisors (New York) first reported a position in Resideo Technologies in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Resideo Technologies position peaked at $21.6K in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Resideo Technologies as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.