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Phillips Wealth Planners’s ResMed RMD Stock Holding History

Phillips Wealth Planners’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 		$247K Sell
1,124
-4
-0.4% -$829 0.18% 179
2026
Q1 		$224K Buy
1,128
+27
+2% +$6.73K 0.17% 191
2025
Q4 		$285K Sell
1,101
-118
-10% -$30.2K 0.23% 151
2025
Q3 		$343K Buy
1,219
+100
+9% +$27.3K 0.28% 120
2025
Q2 		$287K Sell
1,119
-9
-0.8% -$2.15K 0.26% 137
2025
Q1 		$241K Buy
1,128
+2
+0.2% +$467 0.26% 146
2024
Q4 		$263K Buy
1,126
+1
+0.1% +$241 0.26% 132
2024
Q3 		$268K Buy
1,125
+32
+3% +$7.15K 0.26% 145
2024
Q2 		$210K Sell
1,093
-66
-6% -$13.4K 0.22% 170
2024
Q1 		$214K Buy
+1,159
New +$212K 0.25% 164

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

Phillips Wealth Planners's RMD Position: Q2 2026 in Review

Phillips Wealth Planners reduced its ResMed (RMD) stake by 0.35% in Q2 2026, selling an estimated $829 and leaving 1,124 shares worth $247K. The position accounts for 0.18% of the portfolio, ranked #179.

Phillips Wealth Planners first reported a position in RMD in Q1 2024 and has held it in 10 quarters since. The position peaked at $343K in Q3 2025. 889 funds tracked by Wall St. Rank hold RMD as of Q2 2026.

  • Phillips Wealth Planners held 1,124 shares of ResMed worth $247K as of Q2 2026.
  • Phillips Wealth Planners sold 4 ResMed shares in Q2 2026, an estimated $829.
  • ResMed made up 0.18% of Phillips Wealth Planners's portfolio in Q2 2026, its #179 holding.
  • Phillips Wealth Planners first reported a position in ResMed in Q1 2024 and has held it in 10 quarters since.
  • Phillips Wealth Planners's ResMed position peaked at $343K in Q3 2025.
  • 889 funds tracked by Wall St. Rank held ResMed as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.