KWM
RMD icon

KFG Wealth Management’s ResMed RMD Stock Holding History

KFG 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
2025
Q4 		– Sell
-2,054
Closed -$562K – 227
2025
Q3 		$562K Sell
2,054
-342
-14% -$93.4K 0.08% 114
2025
Q2 		$618K Buy
2,396
+170
+8% +$40.6K 0.1% 112
2025
Q1 		$498K Sell
2,226
-367
-14% -$85.7K 0.09% 116
2024
Q4 		$593K Buy
2,593
+40
+2% +$9.63K 0.11% 94
2024
Q3 		$623K Sell
2,553
-18
-0.7% -$4.02K 0.14% 94
2024
Q2 		$492K Buy
2,571
+37
+1% +$7.51K 0.2% 92
2024
Q1 		$502K Sell
2,534
-119
-4% -$21.8K 0.21% 87
2023
Q4 		$456K Sell
2,653
-45
-2% -$6.91K 0.21% 82
2023
Q3 		$399K Buy
+2,698
New +$488K 0.22% 84

Other funds holding RMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return