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Outlook Wealth Advisors’s ResMed RMD Stock Holding History

Outlook 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 		$289K Sell
1,481
-2,426
-62% -$503K 0.06% 259
2026
Q1 		$877K Sell
3,907
-80
-2% -$19.9K 0.21% 100
2025
Q4 		$960K Buy
3,987
+698
+21% +$179K 0.22% 90
2025
Q3 		$900K Sell
3,289
-325
-9% -$88.8K 0.22% 97
2025
Q2 		$933K Sell
3,614
-16
-0.4% -$3.82K 0.24% 82
2025
Q1 		$813K Buy
3,630
+18
+0.5% +$4.2K 0.23% 86
2024
Q4 		$826K Sell
3,612
-74
-2% -$17.8K 0.24% 87
2024
Q3 		$900K Buy
3,686
+102
+3% +$22.8K 0.26% 76
2024
Q2 		$686K Buy
+3,584
New +$727K 0.21% 95
2020
Q1 		– Sell
-2,838
Closed -$440K – 179
2019
Q4 		$440K Buy
2,838
+654
+30% +$94.3K 0.25% 74
2019
Q3 		$295K Buy
+2,184
New +$286K 0.18% 135

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

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

Outlook Wealth Advisors reduced its ResMed (RMD) stake by 62% in Q2 2026, selling an estimated $503K and leaving 1,481 shares worth $289K. The position accounts for 0.06% of the portfolio, ranked #259.

Outlook Wealth Advisors first reported a position in RMD in Q3 2019 and has held it in 11 quarters since. The position peaked at $960K in Q4 2025. 887 funds tracked by Wall St. Rank hold RMD as of Q2 2026.

  • Outlook Wealth Advisors held 1,481 shares of ResMed worth $289K as of Q2 2026.
  • Outlook Wealth Advisors sold 2,426 ResMed shares in Q2 2026, an estimated $503K.
  • ResMed made up 0.06% of Outlook Wealth Advisors's portfolio in Q2 2026, its #259 holding.
  • Outlook Wealth Advisors first reported a position in ResMed in Q3 2019 and has held it in 11 quarters since.
  • Outlook Wealth Advisors's ResMed position peaked at $960K in Q4 2025.
  • 887 funds tracked by Wall St. Rank held ResMed as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.