PWP
RMD icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Phillips Wealth Planners's RMD Position: Q1 2026 in Review

Phillips Wealth Planners increased its ResMed (RMD) stake by 2.5% in Q1 2026, buying an estimated $6.73K and bringing the position to 1,128 shares worth $224K. The position accounts for 0.17% of the portfolio, ranked #191.

Phillips Wealth Planners first reported a position in RMD in Q1 2024 and has held it in 9 quarters since. The position peaked at $343K in Q3 2025. 938 funds tracked by Wall St. Rank hold RMD as of Q1 2026.

  • Phillips Wealth Planners held 1,128 shares of ResMed worth $224K as of Q1 2026.
  • Phillips Wealth Planners bought 27 ResMed shares in Q1 2026, an estimated $6.73K.
  • ResMed made up 0.17% of Phillips Wealth Planners's portfolio in Q1 2026, its #191 holding.
  • Phillips Wealth Planners first reported a position in ResMed in Q1 2024 and has held it in 9 quarters since.
  • Phillips Wealth Planners's ResMed position peaked at $343K in Q3 2025.
  • 938 funds tracked by Wall St. Rank held ResMed as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.