Legacy Advisors’s ResMed RMD Stock Holding History

Legacy 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	$1.05M	Sell	4,676 -64	-1%	-$14.9K	0.11%	159
2024 Q4	$1.08M	Buy	4,740 +81	+2%	+$19.5K	0.11%	150
2024 Q3	$1.14M	Sell	4,659 -470	-9%	-$105K	0.12%	135
2024 Q2	$982K	Buy	5,129 +130	+3%	+$26.4K	0.12%	132
2024 Q1	$990K	Buy	4,999 +335	+7%	+$61.4K	0.13%	135
2023 Q4	$802K	Buy	4,664 +221	+5%	+$34K	0.1%	154
2023 Q3	$657K	Buy	4,443 +881	+25%	+$159K	0.11%	159
2023 Q2	$778K	Buy	3,562 +171	+5%	+$38.1K	0.12%	138
2023 Q1	$743K	Buy	3,391 +264	+8%	+$57.3K	0.14%	116
2022 Q4	$651K	Buy	3,127 +981	+46%	+$216K	0.12%	124
2022 Q3	$468K	Buy	2,146 +516	+32%	+$117K	0.1%	132
2022 Q2	$342K	Buy	1,630 +577	+55%	+$123K	0.07%	158
2022 Q1	$255K	Buy	+1,053	New	+$255K	0.05%	178

Other funds holding RMD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Legacy Advisors's RMD Position: Q1 2025 in Review

Legacy Advisors reduced its ResMed (RMD) stake by 1.4% in Q1 2025, selling an estimated $14.9K and leaving 4,676 shares worth $1.05M. The position accounts for 0.11% of the portfolio, ranked #159.

Legacy Advisors first reported a position in RMD in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.14M in Q3 2024. 886 funds tracked by Wall St. Rank hold RMD as of Q1 2025.

Legacy Advisors held 4,676 shares of ResMed worth $1.05M as of Q1 2025.
Legacy Advisors sold 64 ResMed shares in Q1 2025, an estimated $14.9K.
ResMed made up 0.11% of Legacy Advisors's portfolio in Q1 2025, its #159 holding.
Legacy Advisors first reported a position in ResMed in Q1 2022 and has held it in 13 quarters since.
Legacy Advisors's ResMed position peaked at $1.14M in Q3 2024.
886 funds tracked by Wall St. Rank held ResMed as of Q1 2025.

Based on Legacy Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.