1 North Wealth Services’s Emerson Electric EMR Stock Holding History

1 North Wealth Services’s Portfolio EMR Stock Details EMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$189K	Sell	1,322 -9	-0.7%	-$1.27K	0.06%	60
2026 Q1	$174K	Sell	1,331 -110	-8%	-$15.8K	0.06%	59
2025 Q4	$191K	Hold	1,441	–	–	0.07%	59
2025 Q3	$189K	Hold	1,441	–	–	0.08%	55
2025 Q2	$192K	Sell	1,441 -270	-16%	-$31K	0.08%	58
2025 Q1	$188K	Sell	1,711 -1	-0.1%	-$121	0.09%	53
2024 Q4	$212K	Buy	+1,712	New	+$208K	0.09%	56
2019 Q4	$349K	Buy	4,583 +651	+17%	+$46.9K	0.22%	53
2019 Q3	$263K	Buy	+3,932	New	+$247K	0.18%	53
2019 Q1	$249K	Sell	3,638 -1,168	-24%	-$76.8K	0.18%	53
2018 Q4	$287K	Buy	+4,806	New	+$324K	0.24%	49

Other funds holding EMR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

1 North Wealth Services's EMR Position: Q2 2026 in Review

1 North Wealth Services reduced its Emerson Electric (EMR) stake by 0.68% in Q2 2026, selling an estimated $1.27K and leaving 1,322 shares worth $189K. The position accounts for 0.06% of the portfolio, ranked #60.

1 North Wealth Services first reported a position in EMR in Q4 2018 and has held it in 11 quarters since. The position peaked at $349K in Q4 2019. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

1 North Wealth Services held 1,322 shares of Emerson Electric worth $189K as of Q2 2026.
1 North Wealth Services sold 9 Emerson Electric shares in Q2 2026, an estimated $1.27K.
Emerson Electric made up 0.06% of 1 North Wealth Services's portfolio in Q2 2026, its #60 holding.
1 North Wealth Services first reported a position in Emerson Electric in Q4 2018 and has held it in 11 quarters since.
1 North Wealth Services's Emerson Electric position peaked at $349K in Q4 2019.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.