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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
Q2 		– Sell
-919
Closed -$206K – 1037
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 $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

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

Kingswood Wealth Advisors sold out of ResMed (RMD) in Q2 2026, closing a stake of 919 shares — an estimated $206K sold.

Kingswood Wealth Advisors first reported a position in RMD in Q4 2023 and held it in 7 quarters. The position peaked at $247K in Q3 2025. 891 funds tracked by Wall St. Rank hold RMD as of Q2 2026.

  • Kingswood Wealth Advisors reported no remaining ResMed position as of Q2 2026 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 919 ResMed shares in Q2 2026, an estimated $206K.
  • Kingswood Wealth Advisors first reported a position in ResMed in Q4 2023 and held it in 7 quarters.
  • Kingswood Wealth Advisors's ResMed position peaked at $247K in Q3 2025.
  • 891 funds tracked by Wall St. Rank held ResMed as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.