Atria Wealth Solutions’s ResMed RMD Stock Holding History

Atria Wealth Solutions’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	$523K	Sell	2,027 -536	-21%	-$128K	0.01%	894
2025 Q1	$574K	Sell	2,563 -65	-2%	-$15.2K	0.01%	1144
2024 Q4	$601K	Buy	+2,628	New	+$633K	0.01%	1171
2024 Q3	–	Sell	-1,086	Closed	-$208K	–	2033
2024 Q2	$208K	Sell	1,086 -368	-25%	-$74.7K	﹤0.01%	1750
2024 Q1	$288K	Sell	1,454 -74	-5%	-$13.6K	﹤0.01%	1577
2023 Q4	$263K	Sell	1,528 -40	-3%	-$6.15K	﹤0.01%	1595
2023 Q3	$232K	Sell	1,568 -95	-6%	-$17.2K	﹤0.01%	1587
2023 Q2	$363K	Sell	1,663 -92	-5%	-$20.5K	0.01%	1324
2023 Q1	$384K	Sell	1,755 -21	-1%	-$4.56K	0.01%	1290
2022 Q4	$370K	Sell	1,776 -271	-13%	-$59.5K	0.01%	1243
2022 Q3	$447K	Buy	2,047 +936	+84%	+$213K	0.01%	1084
2022 Q2	$233K	Sell	1,111 -915	-45%	-$195K	﹤0.01%	1357
2022 Q1	$492K	Buy	+2,026	New	+$490K	0.01%	1079

Other funds holding RMD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Atria Wealth Solutions's RMD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its ResMed (RMD) stake by 21% in Q2 2025, selling an estimated $128K and leaving 2,027 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #894.

Atria Wealth Solutions first reported a position in RMD in Q1 2022 and has held it in 13 quarters since. The position peaked at $601K in Q4 2024. 920 funds tracked by Wall St. Rank hold RMD as of Q2 2025.

Atria Wealth Solutions held 2,027 shares of ResMed worth $523K as of Q2 2025.
Atria Wealth Solutions sold 536 ResMed shares in Q2 2025, an estimated $128K.
ResMed made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #894 holding.
Atria Wealth Solutions first reported a position in ResMed in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's ResMed position peaked at $601K in Q4 2024.
920 funds tracked by Wall St. Rank held ResMed as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.