EWA
RMD icon

EP Wealth Advisors’s ResMed RMD Stock Holding History

EP Wealth Advisors’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 		$598K Buy
2,662
+308
+13% +$76.8K ﹤0.01% 829
2025
Q4 		$567K Buy
+2,354
New +$602K ﹤0.01% 823
2025
Q2 		$682K Buy
2,643
+343
+15% +$81.8K ﹤0.01% 666
2025
Q1 		$515K Sell
2,300
-117
-5% -$27.3K ﹤0.01% 695
2024
Q4 		$553K Buy
2,417
+96
+4% +$23.1K ﹤0.01% 656
2024
Q3 		$567K Buy
2,321
+315
+16% +$70.4K ﹤0.01% 650
2024
Q2 		$384K Sell
2,006
-366
-15% -$74.3K ﹤0.01% 595
2024
Q1 		$470K Sell
2,372
-76
-3% -$13.9K 0.01% 522
2023
Q4 		$421K Sell
2,448
-375
-13% -$57.6K 0.01% 525
2023
Q3 		$417K Sell
2,823
-103,825
-97% -$18.8M 0.01% 492
2023
Q2 		$603K Buy
106,648
+87,206
+449% +$19.4M 0.01% 428
2023
Q1 		$12.9K Buy
19,442
+16,852
+651% +$3.66M ﹤0.01% 618
2022
Q4 		$539K Buy
+2,590
New +$569K 0.01% 362
2022
Q3 		– Sell
-2,655
Closed -$557K – 563
2022
Q2 		$557K Sell
2,655
-260
-9% -$55.4K 0.01% 351
2022
Q1 		$707K Sell
2,915
-71
-2% -$17.2K 0.02% 318
2021
Q4 		$778K Buy
2,986
+100
+3% +$25.9K 0.02% 285
2021
Q3 		$761K Buy
2,886
+1,036
+56% +$283K 0.02% 269
2021
Q2 		$456K Sell
1,850
-1,132
-38% -$238K 0.01% 353
2021
Q1 		$579K Hold
2,982
– – 0.02% 299
2020
Q4 		$634K Buy
+2,982
New +$595K 0.02% 235
2020
Q2 		– Sell
-8,274
Closed -$1.35M – 141
2020
Q1 		$1.22M Buy
8,274
+3,294
+66% +$525K 0.06% 149
2019
Q4 		$772K Buy
+4,980
New +$718K 0.03% 221

Other funds holding RMD

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

EP Wealth Advisors's RMD Position: Q1 2026 in Review

EP Wealth Advisors increased its ResMed (RMD) stake by 13% in Q1 2026, buying an estimated $76.8K and bringing the position to 2,662 shares worth $598K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

EP Wealth Advisors first reported a position in RMD in Q4 2019 and has held it in 22 quarters since. The position peaked at $1.22M in Q1 2020. 938 funds tracked by Wall St. Rank hold RMD as of Q1 2026.

  • EP Wealth Advisors held 2,662 shares of ResMed worth $598K as of Q1 2026.
  • EP Wealth Advisors bought 308 ResMed shares in Q1 2026, an estimated $76.8K.
  • ResMed made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #829 holding.
  • EP Wealth Advisors first reported a position in ResMed in Q4 2019 and has held it in 22 quarters since.
  • EP Wealth Advisors's ResMed position peaked at $1.22M in Q1 2020.
  • 938 funds tracked by Wall St. Rank held ResMed as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.