Avantax Advisory Services’s ResMed RMD Stock Holding History

Avantax Advisory Services’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	$598K	Buy	2,318 +797	+52%	+$190K	﹤0.01%	1479
2025 Q1	$340K	Buy	1,521 +395	+35%	+$92.2K	﹤0.01%	1748
2024 Q4	$257K	Sell	1,126 -52	-4%	-$12.5K	﹤0.01%	1887
2024 Q3	$288K	Buy	+1,178	New	+$263K	﹤0.01%	1787
2020 Q4	–	Sell	-1,203	Closed	-$206K	–	1273
2020 Q3	$206K	Buy	+1,203	New	+$222K	﹤0.01%	1211

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 New York $544B AUM 28.31% 1-Year Est. Return

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

Avantax Advisory Services's RMD Position: Q2 2025 in Review

Avantax Advisory Services increased its ResMed (RMD) stake by 52% in Q2 2025, buying an estimated $190K and bringing the position to 2,318 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #1479.

Avantax Advisory Services first reported a position in RMD in Q3 2020 and has held it in 5 quarters since. 919 funds tracked by Wall St. Rank hold RMD as of Q2 2025.

Avantax Advisory Services held 2,318 shares of ResMed worth $598K as of Q2 2025.
Avantax Advisory Services bought 797 ResMed shares in Q2 2025, an estimated $190K.
ResMed made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1479 holding.
Avantax Advisory Services first reported a position in ResMed in Q3 2020 and has held it in 5 quarters since.
919 funds tracked by Wall St. Rank held ResMed as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.