West Branch Capital’s Resideo Technologies REZI Stock Holding History

West Branch Capital’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	$529	Hold	17	–	–	﹤0.01%	316
2026 Q1	$574	Hold	17	–	–	﹤0.01%	332
2025 Q4	$598	Hold	17	–	–	﹤0.01%	368
2025 Q3	$735	Hold	17	–	–	﹤0.01%	390
2025 Q2	$376	Sell	17 -20	-54%	-$382	﹤0.01%	430
2025 Q1	$655	Buy	37 +20	+118%	+$411	﹤0.01%	430
2024 Q4	$392	Hold	17	–	–	﹤0.01%	442
2024 Q3	$343	Hold	17	–	–	﹤0.01%	437
2024 Q2	$333	Hold	17	–	–	﹤0.01%	413
2024 Q1	$382	Hold	17	–	–	﹤0.01%	401
2023 Q4	$320	Hold	17	–	–	﹤0.01%	425
2023 Q3	$269	Hold	17	–	–	﹤0.01%	423
2023 Q2	$301	Hold	17	–	–	﹤0.01%	428
2023 Q1	$311	Sell	17 -14	-45%	-$253	﹤0.01%	434
2022 Q4	$510	Hold	31	–	–	﹤0.01%	420
2022 Q3	$1K	Hold	31	–	–	﹤0.01%	428
2022 Q2	$1K	Buy	31 +17	+121%	+$384	﹤0.01%	410
2022 Q1	$0	Sell	14 -17	-55%	-$427	﹤0.01%	457
2021 Q4	$1K	Sell	31 -17	-35%	-$441	﹤0.01%	438
2021 Q3	$1K	Hold	48	–	–	﹤0.01%	412
2021 Q2	$1K	Buy	+48	New	+$1.42K	﹤0.01%	427

Other funds holding REZI

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

West Branch Capital's REZI Position: Q2 2026 in Review

West Branch Capital held its Resideo Technologies (REZI) position steady in Q2 2026 at 17 shares worth $529. The position accounts for ﹤0.01% of the portfolio, ranked #316.

West Branch Capital first reported a position in REZI in Q2 2021 and has held it in 21 quarters since. The position peaked at $1K in Q3 2022. 437 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

West Branch Capital held 17 shares of Resideo Technologies worth $529 as of Q2 2026.
West Branch Capital left its Resideo Technologies share count unchanged in Q2 2026.
Resideo Technologies made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #316 holding.
West Branch Capital first reported a position in Resideo Technologies in Q2 2021 and has held it in 21 quarters since.
West Branch Capital's Resideo Technologies position peaked at $1K in Q3 2022.
437 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.