EWA
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Exencial Wealth Advisors’s ResMed RMD Stock Holding History

Exencial Wealth 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
Q4 		– Sell
-964
Closed -$264K – 562
2025
Q3 		$264K Sell
964
-468
-33% -$128K 0.01% 468
2025
Q2 		$369K Sell
1,432
-50
-3% -$11.9K 0.01% 413
2025
Q1 		$332K Sell
1,482
-112
-7% -$26.1K 0.01% 415
2024
Q4 		$365K Buy
1,594
+329
+26% +$79.2K 0.01% 404
2024
Q3 		$309K Sell
1,265
-213
-14% -$47.6K 0.01% 428
2024
Q2 		$283K Sell
1,478
-664
-31% -$135K 0.01% 435
2024
Q1 		$424K Sell
2,142
-56,864
-96% -$10.4M 0.02% 383
2023
Q4 		$10.2M Buy
59,006
+9,686
+20% +$1.49M 0.41% 74
2023
Q3 		$7.29M Buy
+49,320
New +$8.92M 0.35% 87

Other funds holding RMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return