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	-38,541	Closed	-$1.29M	–	427
2025 Q3	$1.29M	Buy	+38,541	New	+$10.5M	0.2%	81

Other funds holding RMD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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 38,541 shares — an estimated $1.29M sold.

Summit Wealth Group (Colorado) first reported a position in RMD in Q3 2025 and held it in 1 quarter. The position peaked at $1.29M in Q3 2025. 946 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 38,541 ResMed shares in Q4 2025, an estimated $1.29M.
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 $1.29M in Q3 2025.
946 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.