Windward Private Wealth Management’s ResMed RMD Stock Holding History

Windward Private 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	$292K	Hold	1,500	–	–	0.09%	39
2026 Q1	$337K	Hold	1,500	–	–	0.12%	34
2025 Q4	$361K	Hold	1,500	–	–	0.13%	34
2025 Q3	$411K	Hold	1,500	–	–	0.14%	32
2025 Q2	$387K	Hold	1,500	–	–	0.14%	32
2025 Q1	$336K	Hold	1,500	–	–	0.13%	34
2024 Q4	$343K	Hold	1,500	–	–	0.13%	36
2024 Q3	$366K	Hold	1,500	–	–	0.14%	39
2024 Q2	$287K	Hold	1,500	–	–	0.12%	40
2024 Q1	$297K	Hold	1,500	–	–	0.12%	40
2023 Q4	$258K	Hold	1,500	–	–	0.11%	44
2023 Q3	$222K	Hold	1,500	–	–	0.1%	45
2023 Q2	$328K	Hold	1,500	–	–	0.15%	42
2023 Q1	$328K	Hold	1,500	–	–	0.14%	41
2022 Q4	$312K	Hold	1,500	–	–	0.14%	43
2022 Q3	$327K	Hold	1,500	–	–	0.16%	44
2022 Q2	$314K	Hold	1,500	–	–	0.14%	41
2022 Q1	$364K	Hold	1,500	–	–	0.15%	41
2021 Q4	$391K	Hold	1,500	–	–	0.15%	39
2021 Q3	$395K	Hold	1,500	–	–	0.16%	39
2021 Q2	$370K	Hold	1,500	–	–	0.15%	39
2021 Q1	$291K	Hold	1,500	–	–	0.13%	44
2020 Q4	$319K	Buy	+1,500	New	+$299K	0.15%	41

Other funds holding RMD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Windward Private Wealth Management's RMD Position: Q2 2026 in Review

Windward Private Wealth Management held its ResMed (RMD) position steady in Q2 2026 at 1,500 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #39.

Windward Private Wealth Management first reported a position in RMD in Q4 2020 and has held it in 23 quarters since. The position peaked at $411K in Q3 2025. 888 funds tracked by Wall St. Rank hold RMD as of Q2 2026.

Windward Private Wealth Management held 1,500 shares of ResMed worth $292K as of Q2 2026.
Windward Private Wealth Management left its ResMed share count unchanged in Q2 2026.
ResMed made up 0.09% of Windward Private Wealth Management's portfolio in Q2 2026, its #39 holding.
Windward Private Wealth Management first reported a position in ResMed in Q4 2020 and has held it in 23 quarters since.
Windward Private Wealth Management's ResMed position peaked at $411K in Q3 2025.
888 funds tracked by Wall St. Rank held ResMed as of Q2 2026.

Based on Windward Private Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.