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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 – 561
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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Exencial Wealth Advisors's RMD Position: Q4 2025 in Review

Exencial Wealth Advisors sold out of ResMed (RMD) in Q4 2025, closing a stake of 964 shares — an estimated $264K sold.

Exencial Wealth Advisors first reported a position in RMD in Q3 2023 and held it in 9 quarters. The position peaked at $10.2M in Q4 2023. 947 funds tracked by Wall St. Rank hold RMD as of Q4 2025.

  • Exencial Wealth Advisors reported no remaining ResMed position as of Q4 2025 after selling out during the quarter.
  • Exencial Wealth Advisors sold 964 ResMed shares in Q4 2025, an estimated $264K.
  • Exencial Wealth Advisors first reported a position in ResMed in Q3 2023 and held it in 9 quarters.
  • Exencial Wealth Advisors's ResMed position peaked at $10.2M in Q4 2023.
  • 947 funds tracked by Wall St. Rank held ResMed as of Q4 2025.

Based on Exencial Wealth Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.