Executive Wealth Management’s ResMed RMD Stock Holding History

Executive Wealth Management’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
2024 Q4	$3.01M	Sell	13,159 -553	-4%	-$133K	0.24%	105
2024 Q3	$3.35M	Buy	+13,712	New	+$3.06M	0.26%	83
2024 Q2	–	Sell	-13,233	Closed	-$2.51M	–	220
2024 Q1	$2.51M	Buy	13,233 +2,261	+21%	+$414K	0.22%	96
2023 Q4	$1.89M	Buy	10,972 +880	+9%	+$135K	0.18%	104
2023 Q3	$1.49M	Buy	10,092 +3,690	+58%	+$667K	0.15%	104
2023 Q2	$1.4M	Buy	6,402 +2,625	+69%	+$585K	0.14%	111
2023 Q1	$827K	Buy	3,777 +677	+22%	+$147K	0.09%	125
2022 Q4	$645K	Buy	3,100 +2,441	+370%	+$536K	0.08%	125
2022 Q3	$659	Sell	659 -2,307	-78%	-$525K	0.09%	118
2022 Q2	$621K	Sell	2,966 -174	-6%	-$37K	0.08%	122
2022 Q1	$761K	Buy	+3,140	New	+$760K	0.08%	124
2019 Q3	–	Sell	-305	Closed	-$37K	–	637
2019 Q2	$37K	Buy	305 +1	+0.3%	+$111	0.01%	356
2019 Q1	$32K	Hold	304	–	–	0.01%	349
2018 Q4	$35K	Buy	+304	New	+$32.6K	0.01%	339

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

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

Executive Wealth Management's RMD Position: Q4 2024 in Review

Executive Wealth Management reduced its ResMed (RMD) stake by 4% in Q4 2024, selling an estimated $133K and leaving 13,159 shares worth $3.01M. The position accounts for 0.24% of the portfolio, ranked #105.

Executive Wealth Management first reported a position in RMD in Q4 2018 and has held it in 14 quarters since. The position peaked at $3.35M in Q3 2024. 871 funds tracked by Wall St. Rank hold RMD as of Q4 2024.

Executive Wealth Management held 13,159 shares of ResMed worth $3.01M as of Q4 2024.
Executive Wealth Management sold 553 ResMed shares in Q4 2024, an estimated $133K.
ResMed made up 0.24% of Executive Wealth Management's portfolio in Q4 2024, its #105 holding.
Executive Wealth Management first reported a position in ResMed in Q4 2018 and has held it in 14 quarters since.
Executive Wealth Management's ResMed position peaked at $3.35M in Q3 2024.
871 funds tracked by Wall St. Rank held ResMed as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.