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Whipplewood Advisors’s ResMed RMD Stock Holding History

Whipplewood 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 		$780 Sell
4
-39
-91% -$8.08K ﹤0.01% 575
2026
Q1 		$9.65K Buy
+43
New +$10.7K 0.01% 492
2025
Q3 		– Sell
-12
Closed -$3.1K – 979
2025
Q2 		$3.1K Sell
12
-2
-14% -$477 ﹤0.01% 795
2025
Q1 		$2.69K Buy
14
+2
+17% +$467 ﹤0.01% 825
2024
Q4 		$2.74K Buy
+12
New +$2.89K ﹤0.01% 816

Other funds holding RMD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Whipplewood Advisors's RMD Position: Q2 2026 in Review

Whipplewood Advisors reduced its ResMed (RMD) stake by 91% in Q2 2026, selling an estimated $8.08K and leaving 4 shares worth $780. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Whipplewood Advisors first reported a position in RMD in Q4 2024 and has held it in 5 quarters since. The position peaked at $9.65K in Q1 2026. 891 funds tracked by Wall St. Rank hold RMD as of Q2 2026.

  • Whipplewood Advisors held 4 shares of ResMed worth $780 as of Q2 2026.
  • Whipplewood Advisors sold 39 ResMed shares in Q2 2026, an estimated $8.08K.
  • ResMed made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #575 holding.
  • Whipplewood Advisors first reported a position in ResMed in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's ResMed position peaked at $9.65K in Q1 2026.
  • 891 funds tracked by Wall St. Rank held ResMed as of Q2 2026.

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