Caldwell Trust’s ResMed RMD Stock Holding History

Caldwell Trust’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	$4.94K	Hold	22	–	–	﹤0.01%	715
2025 Q4	$5.3K	Hold	22	–	–	﹤0.01%	693
2025 Q3	$6.02K	Hold	22	–	–	﹤0.01%	682
2025 Q2	$5.68K	Hold	22	–	–	﹤0.01%	684
2025 Q1	$4.92K	Hold	22	–	–	﹤0.01%	691
2024 Q4	$5.03K	Hold	22	–	–	﹤0.01%	654
2024 Q3	$5.37K	Hold	22	–	–	﹤0.01%	648
2024 Q2	$4.21K	Hold	22	–	–	﹤0.01%	657
2024 Q1	$4.36K	Hold	22	–	–	﹤0.01%	669
2023 Q4	$3.78K	Hold	22	–	–	﹤0.01%	665
2023 Q3	$3.25K	Hold	22	–	–	﹤0.01%	669
2023 Q2	$4.81K	Hold	22	–	–	﹤0.01%	669
2023 Q1	$4.82K	Hold	22	–	–	﹤0.01%	662
2022 Q4	$4.58K	Sell	22 -500	-96%	-$110K	﹤0.01%	664
2022 Q3	$114K	Hold	522	–	–	0.02%	330
2022 Q2	$109K	Hold	522	–	–	0.02%	350
2022 Q1	$127K	Hold	522	–	–	0.02%	341
2021 Q4	$136K	Hold	522	–	–	0.02%	331
2021 Q3	$138K	Sell	522 -67	-11%	-$18.3K	0.02%	323
2021 Q2	$145K	Hold	589	–	–	0.02%	313
2021 Q1	$114K	Hold	589	–	–	0.02%	326
2020 Q4	$125K	Hold	589	–	–	0.02%	308
2020 Q3	$101K	Hold	589	–	–	0.02%	319
2020 Q2	$113K	Hold	589	–	–	0.02%	314
2020 Q1	$86.8K	Hold	589	–	–	0.02%	340
2019 Q4	$91.3K	Buy	+589	New	+$84.9K	0.01%	374

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

Caldwell Trust's RMD Position: Q1 2026 in Review

Caldwell Trust held its ResMed (RMD) position steady in Q1 2026 at 22 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #715.

Caldwell Trust first reported a position in RMD in Q4 2019 and has held it in 26 quarters since. The position peaked at $145K in Q2 2021. 938 funds tracked by Wall St. Rank hold RMD as of Q1 2026.

Caldwell Trust held 22 shares of ResMed worth $4.94K as of Q1 2026.
Caldwell Trust left its ResMed share count unchanged in Q1 2026.
ResMed made up ﹤0.01% of Caldwell Trust's portfolio in Q1 2026, its #715 holding.
Caldwell Trust first reported a position in ResMed in Q4 2019 and has held it in 26 quarters since.
Caldwell Trust's ResMed position peaked at $145K in Q2 2021.
938 funds tracked by Wall St. Rank held ResMed as of Q1 2026.

Based on Caldwell Trust's 13F filing for Q1 2026, filed 22 Apr 2026.