Accurate Wealth Management
EMR icon

Accurate Wealth Management’s Emerson Electric EMR Stock Holding History

Accurate 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
Q3 		$757K Buy
4,631
+815
+21% +$123K 0.07% 282
2026
Q2 		$530K Buy
3,816
+493
+15% +$69.4K 0.05% 335
2026
Q1 		$478K Sell
3,323
-193
-5% -$27.8K 0.06% 330
2025
Q4 		$507K Buy
3,516
+135
+4% +$17.9K 0.06% 299
2025
Q3 		$439K Buy
3,381
+152
+5% +$20.7K 0.06% 313
2025
Q2 		$454K Buy
3,229
+292
+10% +$33.5K 0.07% 275
2025
Q1 		$295K Buy
2,937
+66
+2% +$7.96K 0.06% 289
2024
Q4 		$339K Sell
2,871
-758
-21% -$91.9K 0.07% 277
2024
Q3 		$397K Buy
3,629
+87
+2% +$9.36K 0.08% 239
2024
Q2 		$414K Buy
3,542
+14
+0.4% +$1.55K 0.1% 189
2024
Q1 		$383K Sell
3,528
-191
-5% -$19.6K 0.11% 176
2023
Q4 		$353K Sell
3,719
-176
-5% -$16.1K 0.11% 180
2023
Q3 		$374K Buy
3,895
+653
+20% +$62.2K 0.12% 169
2023
Q2 		$299K Buy
3,242
+41
+1% +$3.45K 0.09% 202
2023
Q1 		$270K Buy
3,201
+316
+11% +$27.6K 0.09% 202
2022
Q4 		$282K Sell
2,885
-925
-24% -$83.2K 0.1% 176
2022
Q3 		$299K Buy
+3,810
New +$316K 0.12% 134
2022
Q2 		– Sell
-2,360
Closed -$231K – 164
2022
Q1 		$231K Buy
+2,360
New +$223K 0.1% 152

Other funds holding EMR

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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
Guinness Asset Management
Guinness Asset Management London, United Kingdom $6.21B AUM 19.83% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Accurate Wealth Management's EMR Position: Q3 2026 in Review

Accurate Wealth Management increased its Emerson Electric (EMR) stake by 21% in Q3 2026, buying an estimated $123K and bringing the position to 4,631 shares worth $757K. The position accounts for 0.07% of the portfolio, ranked #282.

Accurate Wealth Management first reported a position in EMR in Q1 2022 and has held it in 18 quarters since. 1,354 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Accurate Wealth Management held 4,631 shares of Emerson Electric worth $757K as of Q3 2026.
  • Accurate Wealth Management bought 815 Emerson Electric shares in Q3 2026, an estimated $123K.
  • Emerson Electric made up 0.07% of Accurate Wealth Management's portfolio in Q3 2026, its #282 holding.
  • Accurate Wealth Management first reported a position in Emerson Electric in Q1 2022 and has held it in 18 quarters since.
  • 1,354 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.