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Venturi Wealth Management’s ResMed RMD Stock Holding History

Venturi 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
-545
Closed -$125K – 1553
2024
Q4 		$125K Buy
545
+204
+60% +$49.1K 0.01% 686
2024
Q3 		$83.2K Buy
341
+122
+56% +$27.3K ﹤0.01% 616
2024
Q2 		$41.9K Buy
219
+103
+89% +$20.9K ﹤0.01% 721
2024
Q1 		$23K Buy
116
+25
+27% +$4.58K ﹤0.01% 698
2023
Q4 		$15.7K Buy
91
+23
+34% +$3.53K ﹤0.01% 769
2023
Q3 		$10.1K Sell
68
-5,105
-99% -$923K ﹤0.01% 807
2023
Q2 		$1.13M Buy
5,173
+185
+4% +$41.2K 0.09% 131
2023
Q1 		$1.09M Sell
4,988
-342
-6% -$74.2K 0.09% 143
2022
Q4 		$1.11M Buy
5,330
+498
+10% +$109K 0.1% 148
2022
Q3 		$1.05M Sell
4,832
-53
-1% -$12.1K 0.1% 127
2022
Q2 		$1.02M Buy
4,885
+12
+0.2% +$2.56K 0.09% 134
2022
Q1 		$1.18M Buy
4,873
+327
+7% +$79.1K 0.09% 128
2021
Q4 		$1.18M Sell
4,546
-124
-3% -$32.2K 0.09% 145
2021
Q3 		$1.23M Sell
4,670
-1,255
-21% -$343K 0.1% 128
2021
Q2 		$1.46M Buy
5,925
+290
+5% +$61K 0.13% 109
2021
Q1 		$1.09M Buy
5,635
+52
+0.9% +$10.4K 0.1% 139
2020
Q4 		$1.19M Buy
5,583
+587
+12% +$117K 0.12% 123
2020
Q3 		$856K Buy
+4,996
New +$923K 0.1% 145

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

Venturi Wealth Management's RMD Position: Q1 2025 in Review

Venturi Wealth Management sold out of ResMed (RMD) in Q1 2025, closing a stake of 545 shares — an estimated $125K sold.

Venturi Wealth Management first reported a position in RMD in Q3 2020 and held it in 18 quarters. The position peaked at $1.46M in Q2 2021. 885 funds tracked by Wall St. Rank hold RMD as of Q1 2025.

  • Venturi Wealth Management reported no remaining ResMed position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 545 ResMed shares in Q1 2025, an estimated $125K.
  • Venturi Wealth Management first reported a position in ResMed in Q3 2020 and held it in 18 quarters.
  • Venturi Wealth Management's ResMed position peaked at $1.46M in Q2 2021.
  • 885 funds tracked by Wall St. Rank held ResMed as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.