Carolinas Wealth Consulting’s ResMed RMD Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-834	Closed	-$187K	–	742
2025 Q1	$187K	Sell	834 -4	-0.5%	-$934	0.04%	181
2024 Q4	$192K	Hold	838	–	–	0.04%	185
2024 Q3	$205K	Sell	838 -60	-7%	-$13.4K	0.04%	181
2024 Q2	$172K	Sell	898 -1	-0.1%	-$203	0.03%	190
2024 Q1	$178K	Buy	899 +2	+0.2%	+$366	0.04%	185
2023 Q4	$154K	Hold	897	–	–	0.03%	185
2023 Q3	$127K	Buy	897 +9	+1%	+$1.63K	0.03%	195
2023 Q2	$194K	Hold	888	–	–	0.04%	174
2023 Q1	$194K	Hold	888	–	–	0.04%	176
2022 Q4	$185K	Hold	888	–	–	0.04%	168
2022 Q3	$194K	Hold	888	–	–	0.05%	158
2022 Q2	$186K	Hold	888	–	–	0.05%	169
2022 Q1	$215K	Hold	888	–	–	0.05%	162
2021 Q4	$231K	Buy	888 +200	+29%	+$51.9K	0.05%	157
2021 Q3	$181K	Sell	688 -315	-31%	-$86.1K	0.04%	171
2021 Q2	$247K	Hold	1,003	–	–	0.05%	145
2021 Q1	$195K	Hold	1,003	–	–	0.05%	166
2020 Q4	$213K	Hold	1,003	–	–	0.06%	142
2020 Q3	$172K	Buy	1,003 +1,000	+33,333%	+$185K	0.06%	144
2020 Q2	$1K	Buy	+3	New	+$491	﹤0.01%	609

Other funds holding RMD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Carolinas Wealth Consulting's RMD Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of ResMed (RMD) in Q2 2025, closing a stake of 834 shares — an estimated $187K sold.

Carolinas Wealth Consulting first reported a position in RMD in Q2 2020 and held it in 20 quarters. The position peaked at $247K in Q2 2021. 919 funds tracked by Wall St. Rank hold RMD as of Q2 2025.

Carolinas Wealth Consulting reported no remaining ResMed position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 834 ResMed shares in Q2 2025, an estimated $187K.
Carolinas Wealth Consulting first reported a position in ResMed in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's ResMed position peaked at $247K in Q2 2021.
919 funds tracked by Wall St. Rank held ResMed as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.