IFWM
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Institute for Wealth Management’s ResMed RMD Stock Holding History

Institute for Wealth Management’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 		$156K Sell
800
-181
-18% -$37.5K 0.01% 576
2026
Q1 		$220K Sell
981
-14
-1% -$3.49K 0.02% 506
2025
Q4 		$240K Sell
995
-74
-7% -$18.9K 0.03% 498
2025
Q3 		$293K Buy
1,069
+62
+6% +$16.9K 0.03% 456
2025
Q2 		$260K Buy
+1,007
New +$240K 0.03% 474

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

Institute for Wealth Management's RMD Position: Q2 2026 in Review

Institute for Wealth Management reduced its ResMed (RMD) stake by 18% in Q2 2026, selling an estimated $37.5K and leaving 800 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #576.

Institute for Wealth Management first reported a position in RMD in Q2 2025 and has held it in 5 quarters since. The position peaked at $293K in Q3 2025. 882 funds tracked by Wall St. Rank hold RMD as of Q2 2026.

  • Institute for Wealth Management held 800 shares of ResMed worth $156K as of Q2 2026.
  • Institute for Wealth Management sold 181 ResMed shares in Q2 2026, an estimated $37.5K.
  • ResMed made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #576 holding.
  • Institute for Wealth Management first reported a position in ResMed in Q2 2025 and has held it in 5 quarters since.
  • Institute for Wealth Management's ResMed position peaked at $293K in Q3 2025.
  • 882 funds tracked by Wall St. Rank held ResMed as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.