Mather Group’s ResMed RMD Stock Holding History

Mather Group’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
2026 Q1	$160K	Buy	+714	New	+$178K	﹤0.01%	783
2025 Q4	–	Sell	-705	Closed	-$193K	–	1436
2025 Q3	$193K	Buy	+705	New	+$193K	﹤0.01%	627
2025 Q2	–	Sell	-692	Closed	-$155K	–	1479
2025 Q1	$155K	Sell	692 -15	-2%	-$3.5K	﹤0.01%	658
2024 Q4	$162K	Buy	707 +6	+0.9%	+$1.45K	﹤0.01%	629
2024 Q3	$171K	Buy	701 +74	+12%	+$16.5K	﹤0.01%	619
2024 Q2	$124K	Buy	627 +24	+4%	+$4.87K	﹤0.01%	748
2024 Q1	$104K	Buy	+603	New	+$110K	﹤0.01%	695
2023 Q3	–	Sell	-1,425	Closed	-$311K	–	610
2023 Q2	$311K	Buy	1,425 +328	+30%	+$73.1K	0.01%	452
2023 Q1	$240K	Sell	1,097 -165	-13%	-$35.8K	﹤0.01%	448
2022 Q4	$263K	Sell	1,262 -291	-19%	-$63.9K	0.01%	409
2022 Q3	$339K	Sell	1,553 -65	-4%	-$14.8K	0.01%	346
2022 Q2	$339K	Buy	+1,618	New	+$344K	0.01%	288

Other funds holding RMD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return