MWM
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Mascoma Wealth Management’s ResMed RMD Stock Holding History

Mascoma 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
-3
Closed -$821 – 514
2025
Q3 		$821 Buy
+3
New +$819 ﹤0.01% 442

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Mascoma Wealth Management's RMD Position: Q4 2025 in Review

Mascoma Wealth Management sold out of ResMed (RMD) in Q4 2025, closing a stake of 3 shares — an estimated $821 sold.

Mascoma Wealth Management first reported a position in RMD in Q3 2025 and held it in 1 quarter. The position peaked at $821 in Q3 2025. 947 funds tracked by Wall St. Rank hold RMD as of Q4 2025.

  • Mascoma Wealth Management reported no remaining ResMed position as of Q4 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 3 ResMed shares in Q4 2025, an estimated $821.
  • Mascoma Wealth Management first reported a position in ResMed in Q3 2025 and held it in 1 quarter.
  • Mascoma Wealth Management's ResMed position peaked at $821 in Q3 2025.
  • 947 funds tracked by Wall St. Rank held ResMed as of Q4 2025.

Based on Mascoma Wealth Management's 13F filing for Q4 2025, filed 4 Feb 2026.