Heartwood Wealth Advisors’s ResMed RMD Stock Holding History

Heartwood 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	$341K	Sell	1,750 -573	-25%	-$119K	0.03%	175
2026 Q1	$521K	Hold	2,323	–	–	0.05%	129
2025 Q4	$560K	Hold	2,323	–	–	0.05%	112
2025 Q3	$636K	Hold	2,323	–	–	0.06%	103
2025 Q2	$599K	Sell	2,323 -27	-1%	-$6.44K	0.06%	104
2025 Q1	$526K	Sell	2,350 -50	-2%	-$11.7K	0.06%	98
2024 Q4	$549K	Hold	2,400	–	–	0.06%	93
2024 Q3	$586K	Sell	2,400 -125	-5%	-$27.9K	0.06%	92
2024 Q2	$483K	Buy	+2,525	New	+$512K	0.06%	99
2023 Q3	–	Sell	-1,000	Closed	-$219K	–	142
2023 Q2	$219K	Hold	1,000	–	–	0.03%	126
2023 Q1	$219K	Hold	1,000	–	–	0.03%	121
2022 Q4	$208K	Hold	1,000	–	–	0.03%	120
2022 Q3	$218K	Hold	1,000	–	–	0.04%	107
2022 Q2	$210K	Hold	1,000	–	–	0.03%	111
2022 Q1	$243K	Buy	+1,000	New	+$242K	0.04%	104

Other funds holding RMD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

LTAS

Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return

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

Heartwood Wealth Advisors reduced its ResMed (RMD) stake by 25% in Q2 2026, selling an estimated $119K and leaving 1,750 shares worth $341K. The position accounts for 0.03% of the portfolio, ranked #175.

Heartwood Wealth Advisors first reported a position in RMD in Q1 2022 and has held it in 15 quarters since. The position peaked at $636K in Q3 2025. 103 funds tracked by Wall St. Rank hold RMD as of Q2 2026.

Heartwood Wealth Advisors held 1,750 shares of ResMed worth $341K as of Q2 2026.
Heartwood Wealth Advisors sold 573 ResMed shares in Q2 2026, an estimated $119K.
ResMed made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #175 holding.
Heartwood Wealth Advisors first reported a position in ResMed in Q1 2022 and has held it in 15 quarters since.
Heartwood Wealth Advisors's ResMed position peaked at $636K in Q3 2025.
103 funds tracked by Wall St. Rank held ResMed as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.