Crewe Advisors’s ResMed RMD Stock Holding History

Crewe 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
2026 Q1	$4.27K	Buy	19 +17	+850%	+$4.24K	﹤0.01%	805
2025 Q4	$482	Buy	+2	New	+$511	﹤0.01%	1045
2025 Q3	–	Sell	-2	Closed	-$516	–	1041
2025 Q2	$516	Buy	+2	New	+$477	﹤0.01%	645
2024 Q4	–	Sell	-62	Closed	-$15.1K	–	773
2024 Q3	$15.1K	Sell	62 -24	-28%	-$5.36K	﹤0.01%	434
2024 Q2	$16.5K	Buy	86 +24	+39%	+$4.87K	﹤0.01%	588
2024 Q1	$12.3K	Buy	+62	New	+$11.4K	﹤0.01%	592
2023 Q3	–	Sell	-11	Closed	-$2.4K	–	853
2023 Q2	$2.4K	Sell	11 -196	-95%	-$43.7K	﹤0.01%	521
2023 Q1	$45.3K	Sell	207 -125	-38%	-$27.1K	0.01%	317
2022 Q4	$69.1K	Sell	332 -67	-17%	-$14.7K	0.01%	269
2022 Q3	$87K	Buy	399 +71	+22%	+$16.2K	0.02%	241
2022 Q2	$69K	Buy	+328	New	+$69.8K	0.02%	257
2021 Q4	–	Sell	-9	Closed	-$2K	–	453
2021 Q3	$2K	Hold	9	–	–	﹤0.01%	362
2021 Q2	$2K	Hold	9	–	–	﹤0.01%	408
2021 Q1	$2K	Hold	9	–	–	﹤0.01%	416
2020 Q4	$2K	Hold	9	–	–	﹤0.01%	406
2020 Q3	$2K	Buy	+9	New	+$1.66K	﹤0.01%	524

Other funds holding RMD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 $653B AUM 32.41% 1-Year Est. Return

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

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