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Kingswood Wealth Advisors’s ResMed RMD Stock Holding History

Kingswood 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
Q1 		$206K Buy
919
+8
+0.9% +$1.99K 0.01% 876
2025
Q4 		$219K Buy
911
+9
+1% +$2.3K 0.01% 787
2025
Q3 		$247K Buy
902
+65
+8% +$17.8K 0.01% 693
2025
Q2 		$216K Sell
837
-132
-14% -$31.5K 0.02% 677
2025
Q1 		$217K Sell
969
-61
-6% -$14.2K 0.02% 660
2024
Q4 		$236K Buy
+1,030
New +$248K 0.02% 689
2024
Q1 		– Sell
-1,199
Closed -$206K – 684
2023
Q4 		$206K Buy
+1,199
New +$184K 0.02% 573

Other funds holding RMD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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 $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kingswood Wealth Advisors's RMD Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its ResMed (RMD) stake by 0.88% in Q1 2026, buying an estimated $1.99K and bringing the position to 919 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #876.

Kingswood Wealth Advisors first reported a position in RMD in Q4 2023 and has held it in 7 quarters since. The position peaked at $247K in Q3 2025. 938 funds tracked by Wall St. Rank hold RMD as of Q1 2026.

  • Kingswood Wealth Advisors held 919 shares of ResMed worth $206K as of Q1 2026.
  • Kingswood Wealth Advisors bought 8 ResMed shares in Q1 2026, an estimated $1.99K.
  • ResMed made up 0.01% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #876 holding.
  • Kingswood Wealth Advisors first reported a position in ResMed in Q4 2023 and has held it in 7 quarters since.
  • Kingswood Wealth Advisors's ResMed position peaked at $247K in Q3 2025.
  • 938 funds tracked by Wall St. Rank held ResMed as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.