Orion Portfolio Solutions’s ResMed RMD Stock Holding History

Orion Portfolio Solutions’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	$1.63M	Buy	7,271 +2,660	+58%	+$621K	0.02%	813
2024 Q4	$1.05M	Sell	4,611 -78	-2%	-$18.8K	0.01%	1026
2024 Q3	$1.14M	Buy	4,689 +841	+22%	+$188K	0.01%	983
2024 Q2	$737K	Sell	3,848 -1	-0%	-$203	0.01%	1127
2024 Q1	$762K	Buy	3,849 +61	+2%	+$11.2K	0.01%	1102
2023 Q4	$654K	Sell	3,788 -1,615	-30%	-$248K	0.01%	1107
2023 Q3	$799K	Sell	5,403 -351	-6%	-$63.5K	0.01%	1028
2023 Q2	$1.26M	Buy	5,754 +24	+0.4%	+$5.35K	0.01%	856
2023 Q1	$1.25M	Buy	+5,730	New	+$1.24M	0.02%	786
2020 Q3	–	Sell	-286	Closed	-$55K	–	1698
2020 Q2	$55K	Buy	286 +212	+286%	+$34.7K	﹤0.01%	678
2020 Q1	$11K	Buy	74 +48	+185%	+$7.64K	﹤0.01%	1039
2019 Q4	$4K	Buy	+26	New	+$3.75K	﹤0.01%	1338

Other funds holding RMD

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

BlackRock New York $5.72T 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 New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Orion Portfolio Solutions's RMD Position: Q1 2025 in Review

Orion Portfolio Solutions increased its ResMed (RMD) stake by 58% in Q1 2025, buying an estimated $621K and bringing the position to 7,271 shares worth $1.63M. The position accounts for 0.02% of the portfolio, ranked #813.

Orion Portfolio Solutions first reported a position in RMD in Q4 2019 and has held it in 12 quarters since. 885 funds tracked by Wall St. Rank hold RMD as of Q1 2025.

Orion Portfolio Solutions held 7,271 shares of ResMed worth $1.63M as of Q1 2025.
Orion Portfolio Solutions bought 2,660 ResMed shares in Q1 2025, an estimated $621K.
ResMed made up 0.02% of Orion Portfolio Solutions's portfolio in Q1 2025, its #813 holding.
Orion Portfolio Solutions first reported a position in ResMed in Q4 2019 and has held it in 12 quarters since.
885 funds tracked by Wall St. Rank held ResMed as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.