TWD
ELMD icon

True Wealth Design’s Electromed ELMD Stock Holding History

True Wealth Design’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 		$85 Buy
2
+1
+100% +$32 ﹤0.01% 2555
2026
Q1 		$24 Sell
1
-1
-50% -$26 ﹤0.01% 2632
2025
Q4 		$59 Buy
+2
New +$52 ﹤0.01% 2403

Other funds holding ELMD

JESC
J.E. Simmons & Co Dallas, Texas $177M AUM
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

True Wealth Design's ELMD Position: Q2 2026 in Review

True Wealth Design increased its Electromed (ELMD) stake by 100% in Q2 2026, buying an estimated $32 and bringing the position to 2 shares worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #2555.

True Wealth Design first reported a position in ELMD in Q4 2025 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold ELMD as of Q2 2026.

  • True Wealth Design held 2 shares of Electromed worth $85 as of Q2 2026.
  • True Wealth Design bought 1 Electromed share in Q2 2026, an estimated $32.
  • Electromed made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2555 holding.
  • True Wealth Design first reported a position in Electromed in Q4 2025 and has held it in 3 quarters since.
  • 10 funds tracked by Wall St. Rank held Electromed as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.