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Legacy Wealth Asset Management’s Electromed ELMD Stock Holding History

Legacy Wealth Asset 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
2026
Q3 		$241K Hold
8,550
– – 0.05% 328
2026
Q2 		$362K Hold
8,550
– – 0.08% 299
2026
Q1 		$200K Hold
8,550
– – 0.05% 371
2025
Q4 		$249K Hold
8,550
– – 0.06% 335
2025
Q3 		$210K Buy
+8,550
New +$181K 0.05% 349
2025
Q2 		– Sell
-8,550
Closed -$204K – 352
2025
Q1 		$204K Hold
8,550
– – 0.06% 332
2024
Q4 		$253K Buy
+8,550
New +$223K 0.07% 324

Other funds holding ELMD

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Legacy Wealth Asset Management's ELMD Position: Q3 2026 in Review

Legacy Wealth Asset Management held its Electromed (ELMD) position steady in Q3 2026 at 8,550 shares worth $241K. The position accounts for 0.05% of the portfolio, ranked #328.

Legacy Wealth Asset Management first reported a position in ELMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $362K in Q2 2026. 7 funds tracked by Wall St. Rank hold ELMD as of Q3 2026.

  • Legacy Wealth Asset Management held 8,550 shares of Electromed worth $241K as of Q3 2026.
  • Legacy Wealth Asset Management left its Electromed share count unchanged in Q3 2026.
  • Electromed made up 0.05% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #328 holding.
  • Legacy Wealth Asset Management first reported a position in Electromed in Q4 2024 and has held it in 7 quarters since.
  • Legacy Wealth Asset Management's Electromed position peaked at $362K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Electromed as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.