Plante Moran Financial Advisors, LLC
Position in REZI — Resideo Technologies, Inc.
CIK 1424717
SOUTHFIELD, MI
Position in REZI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,461
+$1,001 QoQ
Shares Held
68
+70.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#370
of 434 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in REZI Over Time
Shares Held
Position Value (USD)
Position in Industrial Distribution
Industrials · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $445,293 across 10 Industrial Distribution names. REZI ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GWW |
W.W. Grainger, Inc.
|
307 | $417,642 | |
| 2 | QXO |
QXO, Inc.
|
642 | $11,093 | |
| 3 | FAST |
Fastenal Co
|
180 | $8,645 | |
| 4 | WSO |
Watsco Inc
|
8 | $3,333 | |
| 5 | REZI |
Resideo Technologies, Inc.
This page
|
68 | $1,461 | |
| 6 | POOL |
Pool Corp
|
6 | $1,289 | |
| 7 | DXPE |
Dxp Enterprises Inc
|
3 | $506 | |
| 8 | DNOW |
DNOW Inc.
|
39 | $505 |
All Filings in REZI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,461 | 47 | Shares | Sole | 2026-08-06 | |
| 2022-12-31 | $460 | 28 | Shares | Sole | 2023-02-09 | |
| 2020-12-31 | $850 | 40 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $989 | 90 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $2,988 | 255 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,234 | 255 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||