Carson Wealth (CWM LLC)
ELMD icon

Carson Wealth (CWM LLC)’s Electromed ELMD Stock Holding History

Carson Wealth (CWM LLC)’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
2026
Q1 		$4.17K Buy
178
+79
+80% +$2.06K ﹤0.01% 5086
2025
Q4 		$3K Buy
99
+16
+19% +$419 ﹤0.01% 4967
2025
Q3 		$2K Buy
+83
New +$1.76K ﹤0.01% 4993
2023
Q1 		– Sell
-2,500
Closed -$26K – 4127
2022
Q4 		$26K Hold
2,500
– – ﹤0.01% 2177
2022
Q3 		$26K Buy
+2,500
New +$24.6K ﹤0.01% 2052

Other funds holding ELMD

JESC
J.E. Simmons & Co Dallas, Texas $177M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HAIM
Hunter Associates Investment Management Pittsburgh, Pennsylvania $756M AUM 19.99% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ELMD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Electromed (ELMD) stake by 80% in Q1 2026, buying an estimated $2.06K and bringing the position to 178 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #5086.

Carson Wealth (CWM LLC) first reported a position in ELMD in Q3 2022 and has held it in 5 quarters since. The position peaked at $26K in Q4 2022. 102 funds tracked by Wall St. Rank hold ELMD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 178 shares of Electromed worth $4.17K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 79 Electromed shares in Q1 2026, an estimated $2.06K.
  • Electromed made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5086 holding.
  • Carson Wealth (CWM LLC) first reported a position in Electromed in Q3 2022 and has held it in 5 quarters since.
  • Carson Wealth (CWM LLC)'s Electromed position peaked at $26K in Q4 2022.
  • 102 funds tracked by Wall St. Rank held Electromed as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.