Bogart Wealth LLC’s ResMed RMD Stock Holding History

Bogart Wealth LLC’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	$4.23M	Buy	18,824 +806	+4%	+$201K	0.16%	103
2025 Q4	$4.34M	Buy	18,018 +406	+2%	+$104K	0.17%	102
2025 Q3	$4.82M	Buy	17,612 +17,606	+293,433%	+$4.81M	0.2%	96
2025 Q2	$1.55K	Buy	6 +4	+200%	+$954	﹤0.01%	1150
2025 Q1	$448	Buy	+2	New	+$467	﹤0.01%	1313

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

Bogart Wealth LLC's RMD Position: Q1 2026 in Review

Bogart Wealth LLC increased its ResMed (RMD) stake by 4.5% in Q1 2026, buying an estimated $201K and bringing the position to 18,824 shares worth $4.23M. The position accounts for 0.16% of the portfolio, ranked #103.

Bogart Wealth LLC first reported a position in RMD in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.82M in Q3 2025. 938 funds tracked by Wall St. Rank hold RMD as of Q1 2026.

Bogart Wealth LLC held 18,824 shares of ResMed worth $4.23M as of Q1 2026.
Bogart Wealth LLC bought 806 ResMed shares in Q1 2026, an estimated $201K.
ResMed made up 0.16% of Bogart Wealth LLC's portfolio in Q1 2026, its #103 holding.
Bogart Wealth LLC first reported a position in ResMed in Q1 2025 and has held it in 5 quarters since.
Bogart Wealth LLC's ResMed position peaked at $4.82M in Q3 2025.
938 funds tracked by Wall St. Rank held ResMed as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.