Center for Financial Planning’s ResMed RMD Stock Holding History

Center for Financial Planning’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	–	Sell	-300	Closed	-$72.3K	–	711
2025 Q4	$72.3K	Hold	300	–	–	0.01%	261
2025 Q3	$82.1K	Hold	300	–	–	0.01%	250
2025 Q2	$77.4K	Hold	300	–	–	0.01%	249
2025 Q1	$67.2K	Hold	300	–	–	0.01%	252
2024 Q4	$68.6K	Hold	300	–	–	0.01%	237
2024 Q3	$73.2K	Hold	300	–	–	0.01%	214
2024 Q2	$57.4K	Hold	300	–	–	0.01%	218
2024 Q1	$59.4K	Buy	+300	New	+$55K	0.01%	221

Other funds holding RMD

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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 $147M AUM 25.76% 1-Year Est. Return

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

Center for Financial Planning's RMD Position: Q1 2026 in Review

Center for Financial Planning sold out of ResMed (RMD) in Q1 2026, closing a stake of 300 shares — an estimated $72.3K sold.

Center for Financial Planning first reported a position in RMD in Q1 2024 and held it in 8 quarters. The position peaked at $82.1K in Q3 2025. 940 funds tracked by Wall St. Rank hold RMD as of Q1 2026.

Center for Financial Planning reported no remaining ResMed position as of Q1 2026 after selling out during the quarter.
Center for Financial Planning sold 300 ResMed shares in Q1 2026, an estimated $72.3K.
Center for Financial Planning first reported a position in ResMed in Q1 2024 and held it in 8 quarters.
Center for Financial Planning's ResMed position peaked at $82.1K in Q3 2025.
940 funds tracked by Wall St. Rank held ResMed as of Q1 2026.

Based on Center for Financial Planning's 13F filing for Q1 2026, filed 4 May 2026.