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Bullock Wealth Management’s Electromed ELMD Stock Holding History

Bullock Wealth Management’s Portfolio ELMD Stock Details ELMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-357
Closed -$7.78K – 632
2025
Q2 		$7.78K Sell
357
-696
-66% -$15.1K ﹤0.01% 425
2025
Q1 		$25.5K Hold
1,053
– – 0.01% 286
2024
Q4 		$31.1K Buy
1,053
+647
+159% +$16.9K 0.02% 281
2024
Q3 		$8.48K Buy
+406
New +$6.61K 0.01% 389

Other funds holding ELMD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

Bullock Wealth Management's ELMD Position: Q3 2025 in Review

Bullock Wealth Management sold out of Electromed (ELMD) in Q3 2025, closing a stake of 357 shares — an estimated $7.78K sold.

Bullock Wealth Management first reported a position in ELMD in Q3 2024 and held it in 4 quarters. The position peaked at $31.1K in Q4 2024. 89 funds tracked by Wall St. Rank hold ELMD as of Q3 2025.

  • Bullock Wealth Management reported no remaining Electromed position as of Q3 2025 after selling out during the quarter.
  • Bullock Wealth Management sold 357 Electromed shares in Q3 2025, an estimated $7.78K.
  • Bullock Wealth Management first reported a position in Electromed in Q3 2024 and held it in 4 quarters.
  • Bullock Wealth Management's Electromed position peaked at $31.1K in Q4 2024.
  • 89 funds tracked by Wall St. Rank held Electromed as of Q3 2025.

Based on Bullock Wealth Management's 13F filing for Q3 2025, filed 24 Sep 2026.