Phoenix Financial’s ResMed RMD Stock Holding History

Phoenix 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 Q1	$315K	Buy	1,402 +254	+22%	+$63.3K	﹤0.01%	375
2025 Q4	$277K	Buy	1,148 +178	+18%	+$45.5K	﹤0.01%	397
2025 Q3	$266K	Buy	970 +85	+10%	+$23.2K	﹤0.01%	403
2025 Q2	$228K	Buy	+885	New	+$211K	﹤0.01%	382
2022 Q4	–	Sell	-2,949	Closed	-$646K	–	334
2022 Q3	$646K	Buy	2,949 +252	+9%	+$57.4K	0.01%	234
2022 Q2	$566K	Buy	2,697 +221	+9%	+$47K	0.01%	274
2022 Q1	$602K	Buy	2,476 +1,153	+87%	+$279K	0.01%	283
2021 Q4	$346K	Sell	1,323 -283	-18%	-$73.4K	0.01%	314
2021 Q3	$425K	Buy	+1,606	New	+$439K	0.01%	338
2021 Q2	–	Sell	-1,878	Closed	-$356K	–	390
2021 Q1	$356K	Sell	1,878 -708	-27%	-$142K	0.01%	330
2020 Q4	$540K	Buy	2,586 +1,025	+66%	+$204K	0.01%	253
2020 Q3	$254K	Sell	1,561 -1,507	-49%	-$278K	0.01%	272
2020 Q2	$545K	Buy	+3,068	New	+$502K	0.02%	239

Other funds holding RMD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

DAM

Diamant Asset Management Ridgefield, Connecticut $147M AUM 25.76% 1-Year Est. Return

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

Phoenix Financial's RMD Position: Q1 2026 in Review

Phoenix Financial increased its ResMed (RMD) stake by 22% in Q1 2026, buying an estimated $63.3K and bringing the position to 1,402 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #375.

Phoenix Financial first reported a position in RMD in Q2 2020 and has held it in 13 quarters since. The position peaked at $646K in Q3 2022. 940 funds tracked by Wall St. Rank hold RMD as of Q1 2026.

Phoenix Financial held 1,402 shares of ResMed worth $315K as of Q1 2026.
Phoenix Financial bought 254 ResMed shares in Q1 2026, an estimated $63.3K.
ResMed made up ﹤0.01% of Phoenix Financial's portfolio in Q1 2026, its #375 holding.
Phoenix Financial first reported a position in ResMed in Q2 2020 and has held it in 13 quarters since.
Phoenix Financial's ResMed position peaked at $646K in Q3 2022.
940 funds tracked by Wall St. Rank held ResMed as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.