Caldwell Investment Management’s ResMed RMD Stock Holding History

Caldwell Investment 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
2026 Q2	–	Sell	-4,000	Closed	-$881K	–	58
2026 Q1	$881K	Buy	+4,000	New	+$997K	0.35%	45

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

Caldwell Investment Management's RMD Position: Q2 2026 in Review

Caldwell Investment Management sold out of ResMed (RMD) in Q2 2026, closing a stake of 4,000 shares — an estimated $881K sold.

Caldwell Investment Management first reported a position in RMD in Q1 2026 and held it in 1 quarter. The position peaked at $881K in Q1 2026. 888 funds tracked by Wall St. Rank hold RMD as of Q2 2026.

Caldwell Investment Management reported no remaining ResMed position as of Q2 2026 after selling out during the quarter.
Caldwell Investment Management sold 4,000 ResMed shares in Q2 2026, an estimated $881K.
Caldwell Investment Management first reported a position in ResMed in Q1 2026 and held it in 1 quarter.
Caldwell Investment Management's ResMed position peaked at $881K in Q1 2026.
888 funds tracked by Wall St. Rank held ResMed as of Q2 2026.

Based on Caldwell Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.