John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Resideo Technologies, Inc. (REZI)
← All REZI superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 6,078,851 2.29 Reduce 0.69% 0.02 $32.18–42.95 · VW $35.76i $204,918,068 SEC
2025   Q4 6,121,216 2.32 Reduce 8.61% 0.27 $28.66–45.29 · VW $35.60i $214,977,106 SEC
2025   Q3 6,697,864 3.09 Reduce 25.22% 0.57 $22.93–43.77 · VW $33.55i $289,213,768 SEC
2025   Q2 8,956,209 2.25 Reduce 7.33% 0.15 $14.18–24.10 · VW $19.18i $197,573,971 SEC
2025   Q1 9,664,671 2.02 Add 5.06% 0.10 $14.77–23.78 · VW $19.53i $171,064,676 SEC
2024   Q4 9,199,100 2.29 Reduce 1.52% 0.03 $19.41–28.28 · VW $24.38i $212,039,255 SEC
2024   Q3 9,341,132 1.95 Reduce 2.60% 0.05 $17.43–23.43 · VW $19.74i $188,130,398 SEC
2024   Q2 9,590,360 2.06 Reduce 20.26% 0.55 $19.06–22.56 · VW $20.57i $187,587,441 SEC
2024   Q1 12,026,500 2.70 Reduce 5.09% 0.12 $16.36–23.21 · VW $20.63i $269,634,130 SEC
2023   Q4 12,672,096 2.42 Reduce 7.91% 0.19 $14.20–19.20 · VW $16.46i $238,488,847 SEC
2023   Q3 13,760,106 2.34 Reduce 1.42% 0.03 $15.20–18.84 · VW $16.55i $217,409,675 SEC
2023   Q2 13,958,059 2.37 Reduce 0.96% 0.02 $15.62–18.41 · VW $17.17i $246,499,322 SEC
2023   Q1 14,092,681 2.51 Add 5.49% 0.13 $16.21–20.16 · VW $18.02i $257,614,209 SEC
2022   Q4 13,359,523 2.24 Add 3.89% 0.08 $14.95–23.94 · VW $17.58i $219,764,154 SEC
2022   Q3 12,859,162 2.69 Add 1.07% 0.03 $18.36–23.84 · VW $21.11i $245,096,000 SEC
2022   Q2 12,722,799 2.47 Add 43.11% 0.74 $18.85–27.00 · VW $22.46i $247,076,000 SEC
2022   Q1 8,889,988 1.88 Add 48.87% 0.62 $22.29–27.46 · VW $24.94i $211,848,000 SEC
2021   Q4 5,971,538 1.31 Add 194.78% 0.87 $23.19–28.35 · VW $25.97i $155,439,000 SEC
2021   Q3 2,025,784 0.46 Buy 0.46 $24.79–33.25 · VW $28.94i $50,219,000 SEC
Price snapshot:
Current price$35.40
Avg. buy price$22.54
+/- since buy57.04%
52-week low$22.93
52-week high$45.29