JWA
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JFS Wealth Advisors’s ResMed RMD Stock Holding History

JFS 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 		$12.3K Hold
63
– – ﹤0.01% 927
2026
Q1 		$14.1K Sell
63
-22
-26% -$5.48K ﹤0.01% 832
2025
Q4 		$20.5K Buy
85
+35
+70% +$8.95K ﹤0.01% 739
2025
Q3 		$13.7K Hold
50
– – ﹤0.01% 800
2025
Q2 		$12.9K Buy
50
+6
+14% +$1.43K ﹤0.01% 786
2025
Q1 		$9.85K Buy
44
+1
+2% +$233 ﹤0.01% 887
2024
Q4 		$9.83K Buy
43
+1
+2% +$241 ﹤0.01% 857
2024
Q3 		$10.3K Buy
42
+2
+5% +$447 ﹤0.01% 843
2024
Q2 		$7.66K Hold
40
– – ﹤0.01% 880
2024
Q1 		$7.92K Sell
40
-5
-11% -$916 ﹤0.01% 897
2023
Q4 		$7.74K Buy
45
+43
+2,150% +$6.61K ﹤0.01% 874
2023
Q3 		$296 Sell
2
-36
-95% -$6.51K ﹤0.01% 1817
2023
Q2 		$8.3K Sell
38
-7
-16% -$1.56K ﹤0.01% 792
2023
Q1 		$9.86K Buy
45
+3
+7% +$651 ﹤0.01% 727
2022
Q4 		$8.74K Sell
42
-18
-30% -$3.96K ﹤0.01% 761
2022
Q3 		$13K Buy
60
+36
+150% +$8.19K ﹤0.01% 661
2022
Q2 		$5K Sell
24
-22
-48% -$4.68K ﹤0.01% 1008
2022
Q1 		$11K Buy
46
+29
+171% +$7.01K ﹤0.01% 770
2021
Q4 		$4K Buy
+17
New +$4.41K ﹤0.01% 877
2020
Q3 		– Sell
-101
Closed -$19K – 595
2020
Q2 		$19K Buy
+101
New +$16.5K ﹤0.01% 309
2019
Q2 		– Sell
-34
Closed -$4K – 479
2019
Q1 		$4K Buy
+34
New +$3.51K ﹤0.01% 405

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

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

JFS Wealth Advisors held its ResMed (RMD) position steady in Q2 2026 at 63 shares worth $12.3K. The position accounts for ﹤0.01% of the portfolio, ranked #927.

JFS Wealth Advisors first reported a position in RMD in Q1 2019 and has held it in 21 quarters since. The position peaked at $20.5K in Q4 2025. 882 funds tracked by Wall St. Rank hold RMD as of Q2 2026.

  • JFS Wealth Advisors held 63 shares of ResMed worth $12.3K as of Q2 2026.
  • JFS Wealth Advisors left its ResMed share count unchanged in Q2 2026.
  • ResMed made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #927 holding.
  • JFS Wealth Advisors first reported a position in ResMed in Q1 2019 and has held it in 21 quarters since.
  • JFS Wealth Advisors's ResMed position peaked at $20.5K in Q4 2025.
  • 882 funds tracked by Wall St. Rank held ResMed as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.