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 Q2	–	Sell	-375	Closed	-$84.2K	–	352
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ballast Advisors's RMD Position: Q2 2026 in Review

Ballast Advisors sold out of ResMed (RMD) in Q2 2026, closing a stake of 375 shares — an estimated $84.2K sold.

Ballast Advisors first reported a position in RMD in Q4 2020 and held it in 9 quarters. The position peaked at $261K in Q3 2021. 887 funds tracked by Wall St. Rank hold RMD as of Q2 2026.

Ballast Advisors reported no remaining ResMed position as of Q2 2026 after selling out during the quarter.
Ballast Advisors sold 375 ResMed shares in Q2 2026, an estimated $84.2K.
Ballast Advisors first reported a position in ResMed in Q4 2020 and held it in 9 quarters.
Ballast Advisors's ResMed position peaked at $261K in Q3 2021.
887 funds tracked by Wall St. Rank held ResMed as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.