Claro Advisors’s ResMed RMD Stock Holding History

Claro Advisors’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	-3,045	Closed	-$682K	–	486
2025 Q1	$682K	Sell	3,045 -564	-16%	-$132K	0.09%	206
2024 Q4	$825K	Sell	3,609 -544	-13%	-$131K	0.11%	171
2024 Q3	$1.01M	Buy	4,153 +317	+8%	+$70.8K	0.13%	149
2024 Q2	$734K	Sell	3,836 -158	-4%	-$32.1K	0.11%	181
2024 Q1	$791K	Buy	+3,994	New	+$732K	0.14%	172

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

Claro Advisors's RMD Position: Q2 2025 in Review

Claro Advisors sold out of ResMed (RMD) in Q2 2025, closing a stake of 3,045 shares — an estimated $682K sold.

Claro Advisors first reported a position in RMD in Q1 2024 and held it in 5 quarters. The position peaked at $1.01M in Q3 2024. 919 funds tracked by Wall St. Rank hold RMD as of Q2 2025.

Claro Advisors reported no remaining ResMed position as of Q2 2025 after selling out during the quarter.
Claro Advisors sold 3,045 ResMed shares in Q2 2025, an estimated $682K.
Claro Advisors first reported a position in ResMed in Q1 2024 and held it in 5 quarters.
Claro Advisors's ResMed position peaked at $1.01M in Q3 2024.
919 funds tracked by Wall St. Rank held ResMed as of Q2 2025.

Based on Claro Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.