VFA
RMD icon

Valeo Financial Advisors’s ResMed RMD Stock Holding History

Valeo Financial 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 		– Sell
-993
Closed -$239K – 871
2025
Q4 		$239K Buy
993
+94
+10% +$24K 0.01% 699
2025
Q3 		$246K Hold
899
– – 0.01% 676
2025
Q2 		$232K Buy
+899
New +$214K 0.01% 661
2020
Q3 		– Sell
-4
Closed -$1K – 2039
2020
Q2 		$1K Hold
4
– – ﹤0.01% 1944
2020
Q1 		$1K Buy
+4
New +$637 ﹤0.01% 1702
2019
Q2 		– Sell
-64
Closed -$7K – 1644
2019
Q1 		$7K Hold
64
– – ﹤0.01% 1061
2018
Q4 		$7K Hold
64
– – ﹤0.01% 986
2018
Q3 		$7K Buy
+64
New +$7.01K ﹤0.01% 1090

Other funds holding RMD

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Valeo Financial Advisors's RMD Position: Q1 2026 in Review

Valeo Financial Advisors sold out of ResMed (RMD) in Q1 2026, closing a stake of 993 shares — an estimated $239K sold.

Valeo Financial Advisors first reported a position in RMD in Q3 2018 and held it in 8 quarters. The position peaked at $246K in Q3 2025. 938 funds tracked by Wall St. Rank hold RMD as of Q1 2026.

  • Valeo Financial Advisors reported no remaining ResMed position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 993 ResMed shares in Q1 2026, an estimated $239K.
  • Valeo Financial Advisors first reported a position in ResMed in Q3 2018 and held it in 8 quarters.
  • Valeo Financial Advisors's ResMed position peaked at $246K in Q3 2025.
  • 938 funds tracked by Wall St. Rank held ResMed as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.