Ellsworth Advisors’s ResMed RMD Stock Holding History

Ellsworth 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 Q1	–	Sell	-20,130	Closed	-$4.6M	–	207
2024 Q4	$4.6M	Sell	20,130 -10	-0%	-$2.41K	1.21%	34
2024 Q3	$4.92M	Buy	+20,140	New	+$4.5M	1.27%	31
2023 Q3	–	Sell	-17,984	Closed	-$3.93M	–	186
2023 Q2	$3.93M	Buy	+17,984	New	+$4.01M	1.35%	29

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

Ellsworth Advisors's RMD Position: Q1 2025 in Review

Ellsworth Advisors sold out of ResMed (RMD) in Q1 2025, closing a stake of 20,130 shares — an estimated $4.6M sold.

Ellsworth Advisors first reported a position in RMD in Q2 2023 and held it in 3 quarters. The position peaked at $4.92M in Q3 2024. 885 funds tracked by Wall St. Rank hold RMD as of Q1 2025.

Ellsworth Advisors reported no remaining ResMed position as of Q1 2025 after selling out during the quarter.
Ellsworth Advisors sold 20,130 ResMed shares in Q1 2025, an estimated $4.6M.
Ellsworth Advisors first reported a position in ResMed in Q2 2023 and held it in 3 quarters.
Ellsworth Advisors's ResMed position peaked at $4.92M in Q3 2024.
885 funds tracked by Wall St. Rank held ResMed as of Q1 2025.

Based on Ellsworth Advisors's 13F filing for Q1 2025, filed 28 May 2025.