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Optimize Financial’s ResMed RMD Stock Holding History

Optimize Financial’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 		$340K Sell
1,747
-6
-0.3% -$1.24K 0.12% 241
2026
Q1 		$394K Buy
1,753
+202
+13% +$50.3K 0.19% 197
2025
Q4 		$374K Buy
1,551
+20
+1% +$5.12K 0.19% 224
2025
Q3 		$419K Buy
+1,531
New +$418K 0.22% 191

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 $3.37T AUM 44.26% 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

Optimize Financial's RMD Position: Q2 2026 in Review

Optimize Financial reduced its ResMed (RMD) stake by 0.34% in Q2 2026, selling an estimated $1.24K and leaving 1,747 shares worth $340K. The position accounts for 0.12% of the portfolio, ranked #241.

Optimize Financial first reported a position in RMD in Q3 2025 and has held it in 4 quarters since. The position peaked at $419K in Q3 2025. 887 funds tracked by Wall St. Rank hold RMD as of Q2 2026.

  • Optimize Financial held 1,747 shares of ResMed worth $340K as of Q2 2026.
  • Optimize Financial sold 6 ResMed shares in Q2 2026, an estimated $1.24K.
  • ResMed made up 0.12% of Optimize Financial's portfolio in Q2 2026, its #241 holding.
  • Optimize Financial first reported a position in ResMed in Q3 2025 and has held it in 4 quarters since.
  • Optimize Financial's ResMed position peaked at $419K in Q3 2025.
  • 887 funds tracked by Wall St. Rank held ResMed as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.