Root Financial Partners’s Electromed ELMD Stock Holding History

Root Financial Partners’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 Q2	–	Sell	-13	Closed	-$304	–	1226
2026 Q1	$304	Buy	+13	New	+$339	﹤0.01%	3029

Other funds holding ELMD

JESC

J.E. Simmons & Co Dallas, Texas $177M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

HAIM

Hunter Associates Investment Management Pittsburgh, Pennsylvania $868M AUM 32.25% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Root Financial Partners's ELMD Position: Q2 2026 in Review

Root Financial Partners sold out of Electromed (ELMD) in Q2 2026, closing a stake of 13 shares — an estimated $304 sold.

Root Financial Partners first reported a position in ELMD in Q1 2026 and held it in 1 quarter. The position peaked at $304 in Q1 2026. 127 funds tracked by Wall St. Rank hold ELMD as of Q2 2026.

Root Financial Partners reported no remaining Electromed position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 13 Electromed shares in Q2 2026, an estimated $304.
Root Financial Partners first reported a position in Electromed in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Electromed position peaked at $304 in Q1 2026.
127 funds tracked by Wall St. Rank held Electromed as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.