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Wood Tarver Financial Group’s Resideo Technologies REZI Stock Holding History

Wood Tarver Financial Group’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
Q3 		– Sell
-50
Closed -$1K – 531
2025
Q2 		$1K Hold
50
– – ﹤0.01% 564
2025
Q1 		$885 Hold
50
– – ﹤0.01% 588
2024
Q4 		$1K Buy
+50
New +$1.17K ﹤0.01% 565

Other funds holding REZI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CDR
Clayton Dubilier & Rice New York $536M AUM 0.63% 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 $95.5B AUM 28.4% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wood Tarver Financial Group's REZI Position: Q3 2025 in Review

Wood Tarver Financial Group sold out of Resideo Technologies (REZI) in Q3 2025, closing a stake of 50 shares — an estimated $1K sold.

Wood Tarver Financial Group first reported a position in REZI in Q4 2024 and held it in 3 quarters. The position peaked at $1K in Q2 2025. 453 funds tracked by Wall St. Rank hold REZI as of Q3 2025.

  • Wood Tarver Financial Group reported no remaining Resideo Technologies position as of Q3 2025 after selling out during the quarter.
  • Wood Tarver Financial Group sold 50 Resideo Technologies shares in Q3 2025, an estimated $1K.
  • Wood Tarver Financial Group first reported a position in Resideo Technologies in Q4 2024 and held it in 3 quarters.
  • Wood Tarver Financial Group's Resideo Technologies position peaked at $1K in Q2 2025.
  • 453 funds tracked by Wall St. Rank held Resideo Technologies as of Q3 2025.

Based on Wood Tarver Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.