Summit Wealth Group (Colorado)’s ResMed RMD Stock Holding History

Summit Wealth Group (Colorado)’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
2025 Q4	–	Sell	-40,277	Closed	-$1.54M	–	558
2025 Q3	$1.54M	Buy	+40,277	New	+$11M	0.16%	110

Other funds holding RMD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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 $1.88T AUM 44.46% 1-Year Est. Return

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Summit Wealth Group (Colorado)'s RMD Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of ResMed (RMD) in Q4 2025, closing a stake of 40,277 shares — an estimated $1.54M sold.

Summit Wealth Group (Colorado) first reported a position in RMD in Q3 2025 and held it in 1 quarter. The position peaked at $1.54M in Q3 2025. 948 funds tracked by Wall St. Rank hold RMD as of Q4 2025.

Summit Wealth Group (Colorado) reported no remaining ResMed position as of Q4 2025 after selling out during the quarter.
Summit Wealth Group (Colorado) sold 40,277 ResMed shares in Q4 2025, an estimated $1.54M.
Summit Wealth Group (Colorado) first reported a position in ResMed in Q3 2025 and held it in 1 quarter.
Summit Wealth Group (Colorado)'s ResMed position peaked at $1.54M in Q3 2025.
948 funds tracked by Wall St. Rank held ResMed as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.