Position in RMD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$521,693
-$75,872 QoQ
Shares Held
2,677
+0.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#514
of 880 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in RMD Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026EP Wealth Advisors, LLC holds $14,362,866 across 10 Medical Instruments & Supplies names. RMD ranks #5 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
22,873 | $9,096,134 | |
| 2 | BDX |
Becton Dickinson & Co
|
11,507 | $1,741,354 | |
| 3 | COO |
Cooper Companies, Inc.
|
9,432 | $676,368 | |
| 4 | NVST |
Envista Holdings Corp
|
24,379 | $642,386 | |
| 5 | RMD |
Resmed Inc
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|
2,677 | $521,693 | |
| 6 | WST |
West Pharmaceutical Services Inc
|
1,394 | $500,446 | |
| 7 | ATR |
Aptargroup, Inc.
|
2,699 | $337,914 | |
| 8 | SOLV |
Solventum Corp
|
4,379 | $337,839 |
All Filings in RMD
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,693 | 2,677 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $597,565 | 2,662 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $567,007 | 2,354 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $681,894 | 2,643 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $514,855 | 2,300 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $552,743 | 2,417 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $566,602 | 2,321 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $383,988 | 2,006 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $469,727 | 2,372 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $421,104 | 2,448 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $417,437 | 2,823 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $603,115 | 106,648 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $12,892 | 19,442 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $539,056 | 2,590 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $556,567 | 2,655 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $706,916 | 2,915 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $777,793 | 2,986 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $760,605 | 2,886 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $456,062 | 1,850 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $578,567 | 2,982 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $633,853 | 2,982 | Shares | Sole | 2021-02-18 | |
| 2020-06-30 | $1,454,000 | 0 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,218,677 | 8,274 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||