IEQ Capital’s ResMed RMD Stock Holding History

IEQ Capital’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	-6,222	Closed	-$1.7M	–	1982
2025 Q3	$1.7M	Sell	6,222 -842	-12%	-$230K	0.01%	816
2025 Q2	$1.82M	Sell	7,064 -9,918	-58%	-$2.37M	0.01%	671
2025 Q1	$3.8M	Sell	16,982 -22,711	-57%	-$5.3M	0.03%	407
2024 Q4	$9.08M	Buy	39,693 +25,730	+184%	+$6.2M	0.09%	147
2024 Q3	$3.41M	Buy	13,963 +1,697	+14%	+$379K	0.04%	263
2024 Q2	$2.35M	Buy	12,266 +563	+5%	+$114K	0.03%	307
2024 Q1	$2.32M	Buy	11,703 +424	+4%	+$77.7K	0.03%	298
2023 Q4	$1.94M	Buy	11,279 +5,173	+85%	+$795K	0.03%	296
2023 Q3	$903K	Buy	6,106 +3,314	+119%	+$599K	0.02%	425
2023 Q2	$610K	Sell	2,792 -121	-4%	-$27K	0.01%	505
2023 Q1	$638K	Buy	2,913 +512	+21%	+$111K	0.01%	496
2022 Q4	$500K	Sell	2,401 -1,277	-35%	-$281K	0.01%	513
2022 Q3	$803K	Buy	3,678 +2,012	+121%	+$458K	0.02%	415
2022 Q2	$349K	Sell	1,666 -516	-24%	-$110K	0.01%	561
2022 Q1	$529K	Buy	2,182 +435	+25%	+$105K	0.01%	485
2021 Q4	$455K	Sell	1,747 -166	-9%	-$43.1K	0.01%	487
2021 Q3	$504K	Buy	1,913 +644	+51%	+$176K	0.01%	431
2021 Q2	$313K	Buy	+1,269	New	+$267K	0.01%	451

Other funds holding RMD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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

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

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 Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return