Accretive Wealth Partners
EMR icon

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
Q3 		$327K Hold
2,106
– – 0.07% 134
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Accretive Wealth Partners's EMR Position: Q3 2026 in Review

Accretive Wealth Partners held its Emerson Electric (EMR) position steady in Q3 2026 at 2,106 shares worth $327K. The position accounts for 0.07% of the portfolio, ranked #134.

Accretive Wealth Partners first reported a position in EMR in Q1 2025 and has held it in 7 quarters since. 1,532 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Accretive Wealth Partners held 2,106 shares of Emerson Electric worth $327K as of Q3 2026.
  • Accretive Wealth Partners left its Emerson Electric share count unchanged in Q3 2026.
  • Emerson Electric made up 0.07% of Accretive Wealth Partners's portfolio in Q3 2026, its #134 holding.
  • Accretive Wealth Partners first reported a position in Emerson Electric in Q1 2025 and has held it in 7 quarters since.
  • 1,532 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Accretive Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.