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Marshall & Sterling Wealth Advisors’s ResMed RMD Stock Holding History

Marshall & Sterling 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
2025
Q4 		– Sell
-32
Closed -$8.76K – 564
2025
Q3 		$8.76K Hold
32
– – 0.01% 376
2025
Q2 		$8.26K Hold
32
– – 0.01% 372
2025
Q1 		$7.16K Buy
+32
New +$7.47K ﹤0.01% 390

Other funds holding RMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's RMD Position: Q4 2025 in Review

Marshall & Sterling Wealth Advisors sold out of ResMed (RMD) in Q4 2025, closing a stake of 32 shares — an estimated $8.76K sold.

Marshall & Sterling Wealth Advisors first reported a position in RMD in Q1 2025 and held it in 3 quarters. The position peaked at $8.76K in Q3 2025. 948 funds tracked by Wall St. Rank hold RMD as of Q4 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining ResMed position as of Q4 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 32 ResMed shares in Q4 2025, an estimated $8.76K.
  • Marshall & Sterling Wealth Advisors first reported a position in ResMed in Q1 2025 and held it in 3 quarters.
  • Marshall & Sterling Wealth Advisors's ResMed position peaked at $8.76K in Q3 2025.
  • 948 funds tracked by Wall St. Rank held ResMed as of Q4 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.