Position in RMD
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$155,904
-$64,310 QoQ
Shares Held
800
-18.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#680
of 885 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RMD Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,485,277 across 11 Medical Instruments & Supplies names. RMD ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
2,549 | $1,013,686 | |
| 2 | RMD |
Resmed Inc
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|
800 | $155,904 | |
| 3 | BAX |
Baxter International Inc
|
4,356 | $92,869 | |
| 4 | BDX |
Becton Dickinson & Co
|
505 | $76,421 | |
| 5 | ALC |
Alcon Inc
|
618 | $41,467 | |
| 6 | ATR |
Aptargroup, Inc.
|
304 | $38,060 | |
| 7 | SOLV |
Solventum Corp
|
379 | $29,239 | |
| 8 | ALGN |
Align Technology Inc
|
80 | $13,492 |
All Filings in RMD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,904 | 800 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $220,214 | 981 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $239,665 | 995 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $292,617 | 1,069 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $259,806 | 1,007 | Shares | Sole | 2025-07-18 | |
| No filing history on record for this holder in this stock. | ||||||