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Abound Wealth Management’s Emerson Electric EMR Stock Holding History

Abound Wealth Management’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 		$716 Sell
5
-180
-97% -$25.3K ﹤0.01% 884
2026
Q1 		$24.3K Buy
185
+45
+32% +$6.47K 0.01% 355
2025
Q4 		$18.6K Buy
140
+75
+115% +$9.95K ﹤0.01% 378
2025
Q3 		$8.54K Hold
65
– – ﹤0.01% 523
2025
Q2 		$8.69K Sell
65
-1
-2% -$115 ﹤0.01% 472
2025
Q1 		$7.25K Sell
66
-24
-27% -$2.89K ﹤0.01% 464
2024
Q4 		$11.1K Sell
90
-6
-6% -$728 ﹤0.01% 369
2024
Q3 		$10.5K Buy
96
+1
+1% +$108 ﹤0.01% 404
2024
Q2 		$10.5K Sell
95
-8
-8% -$885 ﹤0.01% 361
2024
Q1 		$11.7K Sell
103
-127
-55% -$13K ﹤0.01% 343
2023
Q4 		$22.4K Buy
230
+121
+111% +$11.1K 0.01% 232
2023
Q3 		$10.6K Buy
109
+7
+7% +$667 ﹤0.01% 319
2023
Q2 		$9.24K Buy
102
+11
+12% +$926 ﹤0.01% 354
2023
Q1 		$7.94K Buy
91
+50
+122% +$4.37K ﹤0.01% 319
2022
Q4 		$3.95K Buy
41
+9
+28% +$809 ﹤0.01% 392
2022
Q3 		$2.35K Buy
+32
New +$2.66K ﹤0.01% 457

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Abound Wealth Management's EMR Position: Q2 2026 in Review

Abound Wealth Management reduced its Emerson Electric (EMR) stake by 97% in Q2 2026, selling an estimated $25.3K and leaving 5 shares worth $716. The position accounts for ﹤0.01% of the portfolio, ranked #884.

Abound Wealth Management first reported a position in EMR in Q3 2022 and has held it in 16 quarters since. The position peaked at $24.3K in Q1 2026. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Abound Wealth Management held 5 shares of Emerson Electric worth $716 as of Q2 2026.
  • Abound Wealth Management sold 180 Emerson Electric shares in Q2 2026, an estimated $25.3K.
  • Emerson Electric made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #884 holding.
  • Abound Wealth Management first reported a position in Emerson Electric in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's Emerson Electric position peaked at $24.3K in Q1 2026.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.