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Alliance Wealth Advisors (Utah)’s ResMed RMD Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio RMD Stock Details RMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,310
Closed -$293K – 284
2025
Q1 		$293K Sell
1,310
-92
-7% -$21.5K 0.08% 216
2024
Q4 		$321K Sell
1,402
-92
-6% -$22.2K 0.08% 208
2024
Q3 		$365K Sell
1,494
-21
-1% -$4.69K 0.1% 181
2024
Q2 		$290K Sell
1,515
-51
-3% -$10.3K 0.09% 193
2024
Q1 		$310K Sell
1,566
-1
-0.1% -$183 0.09% 199
2023
Q4 		$270K Buy
1,567
+88
+6% +$13.5K 0.09% 206
2023
Q3 		$219K Buy
1,479
+3
+0.2% +$542 0.08% 210
2023
Q2 		$323K Sell
1,476
-19
-1% -$4.24K 0.12% 170
2023
Q1 		$327K Buy
1,495
+27
+2% +$5.86K 0.13% 161
2022
Q4 		$306K Buy
+1,468
New +$323K 0.14% 160

Other funds holding RMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s RMD Position: Q2 2025 in Review

Alliance Wealth Advisors (Utah) sold out of ResMed (RMD) in Q2 2025, closing a stake of 1,310 shares — an estimated $293K sold.

Alliance Wealth Advisors (Utah) first reported a position in RMD in Q4 2022 and held it in 10 quarters. The position peaked at $365K in Q3 2024. 919 funds tracked by Wall St. Rank hold RMD as of Q2 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining ResMed position as of Q2 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 1,310 ResMed shares in Q2 2025, an estimated $293K.
  • Alliance Wealth Advisors (Utah) first reported a position in ResMed in Q4 2022 and held it in 10 quarters.
  • Alliance Wealth Advisors (Utah)'s ResMed position peaked at $365K in Q3 2024.
  • 919 funds tracked by Wall St. Rank held ResMed as of Q2 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2025, filed 14 Aug 2025.