Simplicity Wealth’s Electromed ELMD Stock Holding History

Simplicity Wealth’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	$300K	Buy	+10,640	New	+$387K	0.01%	861

Other funds holding ELMD

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Isthmus Partners Madison, Wisconsin $1.04B AUM 19.97% 1-Year Est. Return

NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

UPWML

UMB Private Wealth Management, LLC Kansas City, Missouri $103M AUM

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Simplicity Wealth's ELMD Position: Q3 2026 in Review

Simplicity Wealth opened a new position in Electromed (ELMD) in Q3 2026: 10,640 shares worth $300K. The stake represents 0.01% of the portfolio and ranks #861 among its holdings.

17 funds tracked by Wall St. Rank hold ELMD as of Q3 2026.

Simplicity Wealth held 10,640 shares of Electromed worth $300K as of Q3 2026.
Electromed was a new Simplicity Wealth position in Q3 2026.
Electromed made up 0.01% of Simplicity Wealth's portfolio in Q3 2026, its #861 holding.
17 funds tracked by Wall St. Rank held Electromed as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.