Congress Wealth Management’s ResMed RMD Stock Holding History

Congress Wealth 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
2025 Q2	$432K	Sell	1,675 -53,595	-97%	-$12.8M	﹤0.01%	966
2025 Q1	$12.4M	Sell	55,270 -8,635	-14%	-$2.02M	0.15%	174
2024 Q4	$14.6M	Sell	63,905 -1,373	-2%	-$331K	0.2%	146
2024 Q3	$15.9M	Buy	65,278 +866	+1%	+$194K	0.21%	139
2024 Q2	$12.3M	Buy	64,412 +1,009	+2%	+$205K	0.2%	148
2024 Q1	$12.6M	Buy	63,403 +6,626	+12%	+$1.21M	0.22%	139
2023 Q4	$9.77M	Sell	56,777 -2,058	-3%	-$316K	0.18%	160
2023 Q3	$8.7M	Sell	58,835 -276	-0.5%	-$49.9K	0.18%	161
2023 Q2	$12.9M	Sell	59,111 -879	-1%	-$196K	0.3%	94
2023 Q1	$13.1M	Buy	59,990 +3,122	+5%	+$677K	0.32%	78
2022 Q4	$11.8M	Sell	56,868 -2,207	-4%	-$485K	0.3%	90
2022 Q3	$12.9M	Buy	59,075 +746	+1%	+$170K	0.35%	65
2022 Q2	$12.2M	Sell	58,329 -841	-1%	-$179K	0.31%	78
2022 Q1	$14.3M	Buy	59,170 +1,548	+3%	+$374K	0.31%	81
2021 Q4	$15M	Buy	+57,622	New	+$15M	0.3%	88

Other funds holding RMD

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

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

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 $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Congress Wealth Management's RMD Position: Q2 2025 in Review

Congress Wealth Management reduced its ResMed (RMD) stake by 97% in Q2 2025, selling an estimated $12.8M and leaving 1,675 shares worth $432K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Congress Wealth Management first reported a position in RMD in Q4 2021 and has held it in 15 quarters since. The position peaked at $15.9M in Q3 2024. 920 funds tracked by Wall St. Rank hold RMD as of Q2 2025.

Congress Wealth Management held 1,675 shares of ResMed worth $432K as of Q2 2025.
Congress Wealth Management sold 53,595 ResMed shares in Q2 2025, an estimated $12.8M.
ResMed made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #966 holding.
Congress Wealth Management first reported a position in ResMed in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's ResMed position peaked at $15.9M in Q3 2024.
920 funds tracked by Wall St. Rank held ResMed as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.