Ballast Advisors’s ResMed RMD Stock Holding History

Ballast 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
2026 Q1	$84.2K	Buy	+375	New	+$93.5K	0.02%	169
2023 Q1	–	Sell	-1,017	Closed	-$212K	–	187
2022 Q4	$212K	Buy	1,017 +25	+3%	+$5.49K	0.09%	102
2022 Q3	$217K	Hold	992	–	–	0.1%	101
2022 Q2	$208K	Hold	992	–	–	0.09%	104
2022 Q1	$241K	Hold	992	–	–	0.09%	103
2021 Q4	$258K	Hold	992	–	–	0.1%	96
2021 Q3	$261K	Hold	992	–	–	0.11%	94
2021 Q2	$245K	Buy	+992	New	+$209K	0.1%	93
2021 Q1	–	Sell	-992	Closed	-$211K	–	176
2020 Q4	$211K	Buy	+992	New	+$198K	0.11%	95

Other funds holding RMD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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 $1.02T AUM 30.18% 1-Year Est. Return

DAM

Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return

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

Ballast Advisors's RMD Position: Q1 2026 in Review

Ballast Advisors opened a new position in ResMed (RMD) in Q1 2026: 375 shares worth $84.2K. The stake represents 0.02% of the portfolio and ranks #169 among its holdings. This is a return to the name: Ballast Advisors previously reported a position in RMD as recently as Q4 2022.

Ballast Advisors first reported a position in RMD in Q4 2020 and has held it in 9 quarters since. The position peaked at $261K in Q3 2021. 938 funds tracked by Wall St. Rank hold RMD as of Q1 2026.

Ballast Advisors held 375 shares of ResMed worth $84.2K as of Q1 2026.
ResMed was a new Ballast Advisors position in Q1 2026.
ResMed made up 0.02% of Ballast Advisors's portfolio in Q1 2026, its #169 holding.
Ballast Advisors first reported a position in ResMed in Q4 2020 and has held it in 9 quarters since.
Ballast Advisors's ResMed position peaked at $261K in Q3 2021.
938 funds tracked by Wall St. Rank held ResMed as of Q1 2026.

Based on Ballast Advisors's 13F filing for Q1 2026, filed 13 May 2026.