Francois Rochon’s ResMed RMD Stock Holding History

Francois Rochon’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	$75.5M	Buy	387,665 +157,660	+69%	+$32.7M	2.54%	18
2026 Q1	$51.6M	Sell	230,005 -5,383	-2%	-$1.34M	1.89%	24
2025 Q4	$56.7M	Sell	235,388 -30	-0%	-$7.67K	1.89%	21
2025 Q3	$64.4M	Buy	+235,418	New	+$64.3M	2.18%	19
2023 Q1	–	Sell	-437	Closed	-$91K	–	64
2022 Q4	$91K	Hold	437	–	–	0.01%	65
2022 Q3	$95K	Hold	437	–	–	0.01%	62
2022 Q2	$92K	Hold	437	–	–	0.01%	62
2022 Q1	$106K	Hold	437	–	–	0.01%	62
2021 Q4	$114K	Hold	437	–	–	0.01%	63
2021 Q3	$115K	Hold	437	–	–	0.01%	56
2021 Q2	$108K	Hold	437	–	–	0.01%	54
2021 Q1	$85K	Hold	437	–	–	0.01%	51
2020 Q4	$93K	Hold	437	–	–	0.01%	51
2020 Q3	$75K	Buy	+437	New	+$80.7K	0.01%	52

Other funds holding RMD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

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

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

Francois Rochon's RMD Position: Q2 2026 in Review

Francois Rochon increased its ResMed (RMD) stake by 69% in Q2 2026, buying an estimated $32.7M and bringing the position to 387,665 shares worth $75.5M. The position accounts for 2.54% of the portfolio, ranked #18.

Francois Rochon first reported a position in RMD in Q3 2020 and has held it in 14 quarters since. 880 funds tracked by Wall St. Rank hold RMD as of Q2 2026.

Francois Rochon held 387,665 shares of ResMed worth $75.5M as of Q2 2026.
Francois Rochon bought 157,660 ResMed shares in Q2 2026, an estimated $32.7M.
ResMed made up 2.54% of Francois Rochon's portfolio in Q2 2026, its #18 holding.
Francois Rochon first reported a position in ResMed in Q3 2020 and has held it in 14 quarters since.
880 funds tracked by Wall St. Rank held ResMed as of Q2 2026.

Based on Giverny Capital's 13F filing for Q2 2026, filed 14 Aug 2026.