Rise Advisors’s ResMed RMD Stock Holding History

Rise 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 Q4	–	Sell	-100	Closed	-$27.3K	–	1153
2025 Q3	$27.3K	Buy	100 +5	+5%	+$1.37K	0.01%	421
2025 Q2	$24.6K	Hold	95	–	–	0.01%	422
2025 Q1	$21.3K	Sell	95 -8	-8%	-$1.87K	0.01%	465
2024 Q4	$23.5K	Hold	103	–	–	0.01%	546
2024 Q3	$25.1K	Hold	103	–	–	0.01%	525
2024 Q2	$19.6K	Sell	103 -15	-13%	-$3.04K	0.01%	649
2024 Q1	$23.3K	Buy	118 +103	+687%	+$18.9K	0.01%	543
2023 Q4	$2.64K	Hold	15	–	–	﹤0.01%	435
2023 Q3	$2.26K	Hold	15	–	–	﹤0.01%	452
2023 Q2	$3.33K	Hold	15	–	–	﹤0.01%	455
2023 Q1	$3.33K	Hold	15	–	–	﹤0.01%	506
2022 Q4	$3.16K	Hold	15	–	–	﹤0.01%	502
2022 Q3	$3K	Hold	15	–	–	﹤0.01%	508
2022 Q2	$3K	Hold	15	–	–	﹤0.01%	512
2022 Q1	$5K	Hold	15	–	–	﹤0.01%	431
2021 Q4	$3.93K	Buy	+15	New	+$3.89K	﹤0.01%	441

Other funds holding RMD

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

BlackRock New York $5.7T 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

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

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return