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GoalVest Advisory’s ResMed RMD Stock Holding History

GoalVest Advisory’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
Q3 		$9.29K Buy
+42
New +$9.16K ﹤0.01% 459
2025
Q4 		– Sell
-135
Closed -$37K – 546
2025
Q3 		$37K Buy
+135
New +$36.9K 0.01% 240
2025
Q2 		– Sell
-3
Closed -$672 – 499
2025
Q1 		$672 Buy
+3
New +$700 ﹤0.01% 348
2022
Q2 		– Sell
-2
Closed – – 495
2022
Q1 		$0 Buy
+2
New +$484 ﹤0.01% 483

Other funds holding RMD

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return

GoalVest Advisory's RMD Position: Q3 2026 in Review

GoalVest Advisory opened a new position in ResMed (RMD) in Q3 2026: 42 shares worth $9.29K. The stake represents ﹤0.01% of the portfolio and ranks #459 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in RMD as recently as Q3 2025.

GoalVest Advisory first reported a position in RMD in Q1 2022 and has held it in 4 quarters since. The position peaked at $37K in Q3 2025. 22 funds tracked by Wall St. Rank hold RMD as of Q3 2026.

  • GoalVest Advisory held 42 shares of ResMed worth $9.29K as of Q3 2026.
  • ResMed was a new GoalVest Advisory position in Q3 2026.
  • ResMed made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #459 holding.
  • GoalVest Advisory first reported a position in ResMed in Q1 2022 and has held it in 4 quarters since.
  • GoalVest Advisory's ResMed position peaked at $37K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held ResMed as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.