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Accretive Wealth Partners’s Emerson Electric EMR Stock Holding History

Accretive Wealth Partners’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 		$301K Hold
2,106
– – 0.07% 144
2026
Q1 		$276K Buy
2,106
+58
+3% +$8.34K 0.08% 147
2025
Q4 		$272K Hold
2,048
– – 0.08% 137
2025
Q3 		$269K Hold
2,048
– – 0.08% 132
2025
Q2 		$273K Hold
2,048
– – 0.09% 130
2025
Q1 		$220K Buy
+2,048
New +$247K 0.08% 137

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

Accretive Wealth Partners's EMR Position: Q2 2026 in Review

Accretive Wealth Partners held its Emerson Electric (EMR) position steady in Q2 2026 at 2,106 shares worth $301K. The position accounts for 0.07% of the portfolio, ranked #144.

Accretive Wealth Partners first reported a position in EMR in Q1 2025 and has held it in 6 quarters since. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Accretive Wealth Partners held 2,106 shares of Emerson Electric worth $301K as of Q2 2026.
  • Accretive Wealth Partners left its Emerson Electric share count unchanged in Q2 2026.
  • Emerson Electric made up 0.07% of Accretive Wealth Partners's portfolio in Q2 2026, its #144 holding.
  • Accretive Wealth Partners first reported a position in Emerson Electric in Q1 2025 and has held it in 6 quarters since.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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