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 $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return