Avidian Wealth Enterprises’s ResMed RMD Stock Holding History

Avidian Wealth Enterprises’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 Q1	–	Sell	-892	Closed	-$204K	–	546
2024 Q4	$204K	Buy	+892	New	+$215K	0.01%	487

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Avidian Wealth Enterprises's RMD Position: Q1 2025 in Review

Avidian Wealth Enterprises sold out of ResMed (RMD) in Q1 2025, closing a stake of 892 shares — an estimated $204K sold.

Avidian Wealth Enterprises first reported a position in RMD in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 885 funds tracked by Wall St. Rank hold RMD as of Q1 2025.

Avidian Wealth Enterprises reported no remaining ResMed position as of Q1 2025 after selling out during the quarter.
Avidian Wealth Enterprises sold 892 ResMed shares in Q1 2025, an estimated $204K.
Avidian Wealth Enterprises first reported a position in ResMed in Q4 2024 and held it in 1 quarter.
Avidian Wealth Enterprises's ResMed position peaked at $204K in Q4 2024.
885 funds tracked by Wall St. Rank held ResMed as of Q1 2025.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2025, filed 25 Apr 2025.