Summit Trail Advisors’s ResMed RMD Stock Holding History

Summit Trail Advisors’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	$2.06M	Buy	9,178 +2,737	+42%	+$682K	0.03%	498
2025 Q4	$1.55M	Sell	6,441 -1,528	-19%	-$391K	0.03%	562
2025 Q3	$2.18M	Buy	7,969 +1,122	+16%	+$306K	0.03%	404
2025 Q2	$1.77M	Buy	+6,847	New	+$1.63M	0.03%	295
2024 Q4	–	Sell	-1,497	Closed	-$365K	–	680
2024 Q3	$365K	Buy	1,497 +202	+16%	+$45.1K	0.01%	490
2024 Q2	$248K	Sell	1,295 -8	-0.6%	-$1.62K	0.01%	537
2024 Q1	$258K	Buy	1,303 +76	+6%	+$13.9K	0.01%	506
2023 Q4	$211K	Sell	1,227 -197	-14%	-$30.3K	0.01%	483
2023 Q3	$211K	Buy	1,424 +268	+23%	+$48.5K	0.01%	490
2023 Q2	$253K	Buy	+1,156	New	+$258K	0.01%	413
2018 Q1	–	Sell	-240	Closed	-$24K	–	1394
2017 Q4	$24K	Buy	+240	New	+$19.8K	﹤0.01%	997

Other funds holding RMD

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 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 $137B AUM 18.02% 1-Year Est. Return

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

Summit Trail Advisors's RMD Position: Q1 2026 in Review

Summit Trail Advisors increased its ResMed (RMD) stake by 42% in Q1 2026, buying an estimated $682K and bringing the position to 9,178 shares worth $2.06M. The position accounts for 0.03% of the portfolio, ranked #498.

Summit Trail Advisors first reported a position in RMD in Q4 2017 and has held it in 11 quarters since. The position peaked at $2.18M in Q3 2025. 938 funds tracked by Wall St. Rank hold RMD as of Q1 2026.

Summit Trail Advisors held 9,178 shares of ResMed worth $2.06M as of Q1 2026.
Summit Trail Advisors bought 2,737 ResMed shares in Q1 2026, an estimated $682K.
ResMed made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #498 holding.
Summit Trail Advisors first reported a position in ResMed in Q4 2017 and has held it in 11 quarters since.
Summit Trail Advisors's ResMed position peaked at $2.18M in Q3 2025.
938 funds tracked by Wall St. Rank held ResMed as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.