Peak Financial Advisors’s ResMed RMD Stock Holding History

Peak Financial 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 Q2	–	Sell	-13,271	Closed	-$2.97M	–	106
2025 Q1	$2.97M	Buy	13,271 +274	+2%	+$64K	1.51%	19
2024 Q4	$2.97M	Buy	+12,997	New	+$3.13M	1.55%	23

Other funds holding RMD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Peak Financial Advisors's RMD Position: Q2 2025 in Review

Peak Financial Advisors sold out of ResMed (RMD) in Q2 2025, closing a stake of 13,271 shares — an estimated $2.97M sold.

Peak Financial Advisors first reported a position in RMD in Q4 2024 and held it in 2 quarters. The position peaked at $2.97M in Q4 2024. 919 funds tracked by Wall St. Rank hold RMD as of Q2 2025.

Peak Financial Advisors reported no remaining ResMed position as of Q2 2025 after selling out during the quarter.
Peak Financial Advisors sold 13,271 ResMed shares in Q2 2025, an estimated $2.97M.
Peak Financial Advisors first reported a position in ResMed in Q4 2024 and held it in 2 quarters.
Peak Financial Advisors's ResMed position peaked at $2.97M in Q4 2024.
919 funds tracked by Wall St. Rank held ResMed as of Q2 2025.

Based on Peak Financial Advisors's 13F filing for Q2 2025, filed 7 Jul 2025.