OFA
RMD icon

Oak Family Advisors’s ResMed RMD Stock Holding History

Oak Family 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 		– Sell
-1,086
Closed -$248K – 133
2024
Q4 		$248K Sell
1,086
-4,638
-81% -$1.12M 0.09% 95
2024
Q3 		$1.4M Sell
5,724
-171
-3% -$38.2K 0.43% 52
2024
Q2 		$1.13M Buy
5,895
+33
+0.6% +$6.7K 0.39% 53
2024
Q1 		$1.16M Sell
5,862
-317
-5% -$58.1K 0.45% 54
2023
Q4 		$1.06M Buy
6,179
+883
+17% +$136K 0.45% 56
2023
Q3 		$783K Buy
5,296
+3,668
+225% +$663K 0.37% 56
2023
Q2 		$356K Hold
1,628
– – 0.17% 88
2023
Q1 		$357K Sell
1,628
-1
-0.1% -$217 0.18% 86
2022
Q4 		$339K Buy
1,629
+4
+0.2% +$879 0.18% 86
2022
Q3 		$355K Buy
1,625
+531
+49% +$121K 0.19% 82
2022
Q2 		$229K Hold
1,094
– – 0.12% 110
2022
Q1 		$265K Hold
1,094
– – 0.1% 116
2021
Q4 		$285K Buy
1,094
+12
+1% +$3.11K 0.11% 127
2021
Q3 		$285K Buy
+1,082
New +$296K 0.1% 119

Other funds holding RMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Oak Family Advisors's RMD Position: Q1 2025 in Review

Oak Family Advisors sold out of ResMed (RMD) in Q1 2025, closing a stake of 1,086 shares — an estimated $248K sold.

Oak Family Advisors first reported a position in RMD in Q3 2021 and held it in 14 quarters. The position peaked at $1.4M in Q3 2024. 885 funds tracked by Wall St. Rank hold RMD as of Q1 2025.

  • Oak Family Advisors reported no remaining ResMed position as of Q1 2025 after selling out during the quarter.
  • Oak Family Advisors sold 1,086 ResMed shares in Q1 2025, an estimated $248K.
  • Oak Family Advisors first reported a position in ResMed in Q3 2021 and held it in 14 quarters.
  • Oak Family Advisors's ResMed position peaked at $1.4M in Q3 2024.
  • 885 funds tracked by Wall St. Rank held ResMed as of Q1 2025.

Based on Oak Family Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.