WJWM
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Williams Jones Wealth Management’s ResMed RMD Stock Holding History

Williams Jones Wealth Management’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 		$361K Sell
1,854
-975
-34% -$202K ﹤0.01% 420
2026
Q1 		$635K Sell
2,829
-47
-2% -$11.7K 0.01% 318
2025
Q4 		$693K Hold
2,876
– – 0.01% 305
2025
Q3 		$787K Hold
2,876
– – 0.01% 288
2025
Q2 		$742K Hold
2,876
– – 0.01% 287
2025
Q1 		$644K Hold
2,876
– – 0.01% 300
2024
Q4 		$658K Sell
2,876
-1
-0% -$241 0.01% 303
2024
Q3 		$702K Sell
2,877
-24
-0.8% -$5.36K 0.01% 299
2024
Q2 		$555K Hold
2,901
– – 0.01% 327
2024
Q1 		$574K Hold
2,901
– – 0.01% 331
2023
Q4 		$499K Sell
2,901
-25
-0.9% -$3.84K 0.01% 344
2023
Q3 		$433K Sell
2,926
-57
-2% -$10.3K 0.01% 362
2023
Q2 		$652K Sell
2,983
-400
-12% -$89.2K 0.01% 304
2023
Q1 		$741K Hold
3,383
– – 0.01% 314
2022
Q4 		$704K Sell
3,383
-1
-0% -$220 0.01% 314
2022
Q3 		$739K Hold
3,384
– – 0.01% 308
2022
Q2 		$709K Buy
3,384
+1,402
+71% +$298K 0.01% 316
2022
Q1 		$481K Hold
1,982
– – 0.01% 355
2021
Q4 		$516K Hold
1,982
– – 0.01% 329
2021
Q3 		$522K Sell
1,982
-6
-0.3% -$1.64K 0.01% 315
2021
Q2 		$490K Hold
1,988
– – 0.01% 324
2021
Q1 		$386K Sell
1,988
-9
-0.5% -$1.8K 0.01% 344
2020
Q4 		$424K Buy
1,997
+500
+33% +$99.7K 0.01% 310
2020
Q3 		$257K Buy
+1,497
New +$276K ﹤0.01% 358

Other funds holding RMD

Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
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
WF
Welch & Forbes Boston, Massachusetts $8.23B AUM 17.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM

Williams Jones Wealth Management's RMD Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its ResMed (RMD) stake by 34% in Q2 2026, selling an estimated $202K and leaving 1,854 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

Williams Jones Wealth Management first reported a position in RMD in Q3 2020 and has held it in 24 quarters since. The position peaked at $787K in Q3 2025. 383 funds tracked by Wall St. Rank hold RMD as of Q2 2026.

  • Williams Jones Wealth Management held 1,854 shares of ResMed worth $361K as of Q2 2026.
  • Williams Jones Wealth Management sold 975 ResMed shares in Q2 2026, an estimated $202K.
  • ResMed made up ﹤0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #420 holding.
  • Williams Jones Wealth Management first reported a position in ResMed in Q3 2020 and has held it in 24 quarters since.
  • Williams Jones Wealth Management's ResMed position peaked at $787K in Q3 2025.
  • 383 funds tracked by Wall St. Rank held ResMed as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.