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Pinnacle Wealth Planning Services’s ResMed RMD Stock Holding History

Pinnacle Wealth Planning Services’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 		$77.4K Buy
345
+21
+6% +$5.23K 0.01% 951
2025
Q4 		$78K Buy
+324
New +$82.9K 0.01% 925
2023
Q3 		– Sell
-1,698
Closed -$371K – 479
2023
Q2 		$371K Sell
1,698
-79
-4% -$17.6K 0.06% 219
2023
Q1 		$389K Sell
1,777
-414
-19% -$89.8K 0.06% 218
2022
Q4 		$456K Sell
2,191
-29
-1% -$6.37K 0.08% 181
2022
Q3 		$485K Sell
2,220
-414
-16% -$94.2K 0.09% 143
2022
Q2 		$552K Buy
2,634
+250
+10% +$53.2K 0.1% 140
2022
Q1 		$578K Sell
2,384
-90
-4% -$21.8K 0.11% 149
2021
Q4 		$645K Buy
2,474
+205
+9% +$53.2K 0.13% 121
2021
Q3 		$598K Buy
2,269
+245
+12% +$67K 0.13% 119
2021
Q2 		$499K Sell
2,024
-213
-10% -$44.8K 0.12% 137
2021
Q1 		$434K Sell
2,237
-46
-2% -$9.22K 0.11% 150
2020
Q4 		$486K Sell
2,283
-160
-7% -$31.9K 0.12% 119
2020
Q3 		$419K Sell
2,443
-125
-5% -$23.1K 0.14% 115
2020
Q2 		$493K Sell
2,568
-120
-4% -$19.6K 0.16% 103
2020
Q1 		$395K Buy
2,688
+109
+4% +$17.4K 0.19% 106
2019
Q4 		$399K Sell
2,579
-44
-2% -$6.34K 0.19% 115
2019
Q3 		$354K Buy
2,623
+286
+12% +$37.5K 0.19% 103
2019
Q2 		$285K Buy
2,337
+124
+6% +$13.7K 0.17% 124
2019
Q1 		$231K Buy
2,213
+349
+19% +$36K 0.16% 131
2018
Q4 		$212K Buy
+1,864
New +$200K 0.14% 124

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

Pinnacle Wealth Planning Services's RMD Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its ResMed (RMD) stake by 6.5% in Q1 2026, buying an estimated $5.23K and bringing the position to 345 shares worth $77.4K. The position accounts for 0.01% of the portfolio, ranked #951.

Pinnacle Wealth Planning Services first reported a position in RMD in Q4 2018 and has held it in 21 quarters since. The position peaked at $645K in Q4 2021. 938 funds tracked by Wall St. Rank hold RMD as of Q1 2026.

  • Pinnacle Wealth Planning Services held 345 shares of ResMed worth $77.4K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 21 ResMed shares in Q1 2026, an estimated $5.23K.
  • ResMed made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #951 holding.
  • Pinnacle Wealth Planning Services first reported a position in ResMed in Q4 2018 and has held it in 21 quarters since.
  • Pinnacle Wealth Planning Services's ResMed position peaked at $645K in Q4 2021.
  • 938 funds tracked by Wall St. Rank held ResMed as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.