EWA
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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
Q2 		$522K Buy
2,677
+15
+0.6% +$3.11K ﹤0.01% 1011
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

EP Wealth Advisors's RMD Position: Q2 2026 in Review

EP Wealth Advisors increased its ResMed (RMD) stake by 0.56% in Q2 2026, buying an estimated $3.11K and bringing the position to 2,677 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

EP Wealth Advisors first reported a position in RMD in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.22M in Q1 2020. 887 funds tracked by Wall St. Rank hold RMD as of Q2 2026.

  • EP Wealth Advisors held 2,677 shares of ResMed worth $522K as of Q2 2026.
  • EP Wealth Advisors bought 15 ResMed shares in Q2 2026, an estimated $3.11K.
  • ResMed made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1011 holding.
  • EP Wealth Advisors first reported a position in ResMed in Q4 2019 and has held it in 23 quarters since.
  • EP Wealth Advisors's ResMed position peaked at $1.22M in Q1 2020.
  • 887 funds tracked by Wall St. Rank held ResMed as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.