AWM
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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

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

Accurate Wealth Management increased its Emerson Electric (EMR) stake by 15% in Q2 2026, buying an estimated $69.4K and bringing the position to 3,816 shares worth $530K. The position accounts for 0.05% of the portfolio, ranked #335.

Accurate Wealth Management first reported a position in EMR in Q1 2022 and has held it in 17 quarters since. 897 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Accurate Wealth Management held 3,816 shares of Emerson Electric worth $530K as of Q2 2026.
  • Accurate Wealth Management bought 493 Emerson Electric shares in Q2 2026, an estimated $69.4K.
  • Emerson Electric made up 0.05% of Accurate Wealth Management's portfolio in Q2 2026, its #335 holding.
  • Accurate Wealth Management first reported a position in Emerson Electric in Q1 2022 and has held it in 17 quarters since.
  • 897 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.