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Westside Investment Management’s Resideo Technologies REZI Stock Holding History

Westside Investment Management’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 		$4.14K Hold
133
– – ﹤0.01% 1264
2026
Q1 		$4.48K Hold
133
– – ﹤0.01% 1253
2025
Q4 		$4.67K Hold
133
– – ﹤0.01% 1240
2025
Q3 		$5.74K Hold
133
– – ﹤0.01% 1248
2025
Q2 		$2.93K Hold
133
– – ﹤0.01% 1196
2025
Q1 		$2.35K Sell
133
-2
-1% -$41 ﹤0.01% 879
2024
Q4 		$3.11K Hold
135
– – ﹤0.01% 845
2024
Q3 		$2.72K Hold
135
– – ﹤0.01% 869
2024
Q2 		$2.64K Hold
135
– – ﹤0.01% 851
2024
Q1 		$3.03K Hold
135
– – ﹤0.01% 790
2023
Q4 		$2.54K Hold
135
– – ﹤0.01% 776
2023
Q3 		$2.13K Hold
135
– – ﹤0.01% 768
2023
Q2 		$2.38K Hold
135
– – ﹤0.01% 762
2023
Q1 		$2.47K Hold
135
– – ﹤0.01% 754
2022
Q4 		$2 Hold
135
– – ﹤0.01% 767
2022
Q3 		$2 Hold
135
– – ﹤0.01% 765
2022
Q2 		$2 Hold
135
– – ﹤0.01% 763
2022
Q1 		$3 Hold
135
– – ﹤0.01% 728
2021
Q4 		$3 Buy
135
+133
+6,650% +$3.45K ﹤0.01% 725
2021
Q3 		$0 Hold
2
– – ﹤0.01% 763
2021
Q2 		$0 Sell
2
-1
-33% -$30 ﹤0.01% 755
2021
Q1 		$0 Hold
3
– – ﹤0.01% 741
2020
Q4 		$0 Hold
3
– – ﹤0.01% 672
2020
Q3 		$1 Hold
3
– – ﹤0.01% 650
2020
Q2 		$1 Sell
3
-18
-86% -$125 ﹤0.01% 639
2020
Q1 		$1 Buy
+21
New +$198 ﹤0.01% 651
2019
Q2 		$0 Buy
+43
New +$909 ﹤0.01% 675
2018
Q4 		$883 Buy
+43
New +$918 ﹤0.01% 651

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

Westside Investment Management's REZI Position: Q2 2026 in Review

Westside Investment Management held its Resideo Technologies (REZI) position steady in Q2 2026 at 133 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1264.

Westside Investment Management first reported a position in REZI in Q4 2018 and has held it in 28 quarters since. The position peaked at $5.74K in Q3 2025. 436 funds tracked by Wall St. Rank hold REZI as of Q2 2026.

  • Westside Investment Management held 133 shares of Resideo Technologies worth $4.14K as of Q2 2026.
  • Westside Investment Management left its Resideo Technologies share count unchanged in Q2 2026.
  • Resideo Technologies made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1264 holding.
  • Westside Investment Management first reported a position in Resideo Technologies in Q4 2018 and has held it in 28 quarters since.
  • Westside Investment Management's Resideo Technologies position peaked at $5.74K in Q3 2025.
  • 436 funds tracked by Wall St. Rank held Resideo Technologies as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.