Turtle Creek Wealth Advisors’s ResMed RMD Stock Holding History

Turtle Creek Wealth 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 Q2	–	Sell	-994	Closed	-$223K	–	548
2026 Q1	$223K	Buy	994 +58	+6%	+$14.5K	0.02%	378
2025 Q4	$225K	Sell	936 -106	-10%	-$27.1K	0.02%	360
2025 Q3	$285K	Buy	+1,042	New	+$285K	0.03%	284
2024 Q1	–	Sell	-260	Closed	-$44.7K	–	688
2023 Q4	$44.7K	Buy	+260	New	+$39.9K	0.01%	277

Other funds holding RMD

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

TIA

Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return

Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

SAM

SEB Asset Management Stockholm $26.6B AUM

Turtle Creek Wealth Advisors's RMD Position: Q2 2026 in Review

Turtle Creek Wealth Advisors sold out of ResMed (RMD) in Q2 2026, closing a stake of 994 shares — an estimated $223K sold.

Turtle Creek Wealth Advisors first reported a position in RMD in Q4 2023 and held it in 4 quarters. The position peaked at $285K in Q3 2025. 360 funds tracked by Wall St. Rank hold RMD as of Q2 2026.

Turtle Creek Wealth Advisors reported no remaining ResMed position as of Q2 2026 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 994 ResMed shares in Q2 2026, an estimated $223K.
Turtle Creek Wealth Advisors first reported a position in ResMed in Q4 2023 and held it in 4 quarters.
Turtle Creek Wealth Advisors's ResMed position peaked at $285K in Q3 2025.
360 funds tracked by Wall St. Rank held ResMed as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.