Principia Wealth Advisory’s ResMed RMD Stock Holding History

Principia Wealth Advisory’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	$1.95K	Buy	10 +4	+67%	+$829	﹤0.01%	603
2026 Q1	$1.35K	Buy	6 +1	+20%	+$249	﹤0.01%	628
2025 Q4	$1.2K	Sell	5 -1,333	-100%	-$341K	﹤0.01%	613
2025 Q3	$366K	Hold	1,338	–	–	0.25%	53
2025 Q2	$345K	Sell	1,338 -20	-1%	-$4.77K	0.29%	40
2025 Q1	$294K	Buy	1,358 +21	+2%	+$4.9K	0.28%	39
2024 Q4	$306K	Buy	+1,337	New	+$322K	0.29%	35

Other funds holding RMD

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Principia Wealth Advisory's RMD Position: Q2 2026 in Review

Principia Wealth Advisory increased its ResMed (RMD) stake by 67% in Q2 2026, buying an estimated $829 and bringing the position to 10 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #603.

Principia Wealth Advisory first reported a position in RMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $366K in Q3 2025. 887 funds tracked by Wall St. Rank hold RMD as of Q2 2026.

Principia Wealth Advisory held 10 shares of ResMed worth $1.95K as of Q2 2026.
Principia Wealth Advisory bought 4 ResMed shares in Q2 2026, an estimated $829.
ResMed made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #603 holding.
Principia Wealth Advisory first reported a position in ResMed in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's ResMed position peaked at $366K in Q3 2025.
887 funds tracked by Wall St. Rank held ResMed as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.