Activest Wealth Management
EMR icon

Activest Wealth Management’s Emerson Electric EMR Stock Holding History

Activest 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 		– Sell
-26
Closed -$3.72K – 1155
2026
Q2 		$3.72K Buy
+26
New +$3.66K ﹤0.01% 763
2026
Q1 		– Sell
-42
Closed -$5.57K – 1264
2025
Q4 		$5.57K Sell
42
-5
-11% -$663 ﹤0.01% 755
2025
Q3 		$6.16K Buy
47
+8
+21% +$1.09K ﹤0.01% 600
2025
Q2 		$5.2K Buy
39
+20
+105% +$2.29K ﹤0.01% 543
2025
Q1 		$2.08K Buy
19
+17
+850% +$2.05K ﹤0.01% 652
2024
Q4 		$248 Buy
+2
New +$243 ﹤0.01% 615

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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Activest Wealth Management sold out of Emerson Electric (EMR) in Q3 2026, closing a stake of 26 shares — an estimated $3.72K sold.

Activest Wealth Management first reported a position in EMR in Q4 2024 and held it in 6 quarters. The position peaked at $6.16K in Q3 2025. 1,436 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Activest Wealth Management reported no remaining Emerson Electric position as of Q3 2026 after selling out during the quarter.
  • Activest Wealth Management sold 26 Emerson Electric shares in Q3 2026, an estimated $3.72K.
  • Activest Wealth Management first reported a position in Emerson Electric in Q4 2024 and held it in 6 quarters.
  • Activest Wealth Management's Emerson Electric position peaked at $6.16K in Q3 2025.
  • 1,436 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.