IWC
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Integrated Wealth Concepts’s ResMed RMD Stock Holding History

Integrated Wealth Concepts’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 		$584K Sell
2,995
-674
-18% -$140K ﹤0.01% 1561
2026
Q1 		$824K Buy
+3,669
New +$914K 0.01% 1230
2025
Q4 		– Sell
-4,318
Closed -$1.18M – 1962
2025
Q3 		$1.18M Sell
4,318
-1,108
-20% -$303K 0.01% 897
2025
Q2 		$1.4M Sell
5,426
-352
-6% -$84K 0.01% 760
2025
Q1 		$1.29M Buy
5,778
+871
+18% +$203K 0.02% 717
2024
Q4 		$1.12M Buy
4,907
+3,909
+392% +$941K 0.01% 766
2024
Q3 		$244K Sell
998
-1,126
-53% -$252K ﹤0.01% 1465
2024
Q2 		$407K Buy
2,124
+988
+87% +$200K 0.01% 1150
2024
Q1 		$225K Buy
+1,136
New +$208K ﹤0.01% 1468
2023
Q3 		– Sell
-944
Closed -$206K – 1614
2023
Q2 		$206K Buy
+944
New +$210K ﹤0.01% 1417
2022
Q1 		– Sell
-799
Closed -$208K – 1029
2021
Q4 		$208K Sell
799
-6
-0.7% -$1.56K 0.01% 924
2021
Q3 		$212K Buy
+805
New +$220K 0.01% 878
2021
Q2 		– Sell
-1,556
Closed -$302K – 831
2021
Q1 		$302K Buy
+1,556
New +$312K 0.01% 588

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 $3.38T AUM 44.17% 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

Integrated Wealth Concepts's RMD Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its ResMed (RMD) stake by 18% in Q2 2026, selling an estimated $140K and leaving 2,995 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #1561.

Integrated Wealth Concepts first reported a position in RMD in Q1 2021 and has held it in 13 quarters since. The position peaked at $1.4M in Q2 2025. 891 funds tracked by Wall St. Rank hold RMD as of Q2 2026.

  • Integrated Wealth Concepts held 2,995 shares of ResMed worth $584K as of Q2 2026.
  • Integrated Wealth Concepts sold 674 ResMed shares in Q2 2026, an estimated $140K.
  • ResMed made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1561 holding.
  • Integrated Wealth Concepts first reported a position in ResMed in Q1 2021 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's ResMed position peaked at $1.4M in Q2 2025.
  • 891 funds tracked by Wall St. Rank held ResMed as of Q2 2026.

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