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Perissos Private Wealth Management’s ResMed RMD Stock Holding History

Perissos Private Wealth Management’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
-1,885
Closed -$431K – 88
2024
Q4 		$431K Buy
1,885
+1
+0.1% +$241 0.32% 58
2024
Q3 		$460K Buy
1,884
+118
+7% +$26.4K 0.37% 56
2024
Q2 		$338K Buy
1,766
+4
+0.2% +$812 0.3% 59
2024
Q1 		$349K Buy
+1,762
New +$323K 0.32% 55

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

Perissos Private Wealth Management's RMD Position: Q1 2025 in Review

Perissos Private Wealth Management sold out of ResMed (RMD) in Q1 2025, closing a stake of 1,885 shares — an estimated $431K sold.

Perissos Private Wealth Management first reported a position in RMD in Q1 2024 and held it in 4 quarters. The position peaked at $460K in Q3 2024. 885 funds tracked by Wall St. Rank hold RMD as of Q1 2025.

  • Perissos Private Wealth Management reported no remaining ResMed position as of Q1 2025 after selling out during the quarter.
  • Perissos Private Wealth Management sold 1,885 ResMed shares in Q1 2025, an estimated $431K.
  • Perissos Private Wealth Management first reported a position in ResMed in Q1 2024 and held it in 4 quarters.
  • Perissos Private Wealth Management's ResMed position peaked at $460K in Q3 2024.
  • 885 funds tracked by Wall St. Rank held ResMed as of Q1 2025.

Based on Perissos Private Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.