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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
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 		$6.17K 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

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

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

Activest Wealth Management opened a new position in Emerson Electric (EMR) in Q2 2026: 26 shares worth $3.72K. The stake represents ﹤0.01% of the portfolio and ranks #763 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in EMR as recently as Q4 2025.

Activest Wealth Management first reported a position in EMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.17K in Q3 2025. 2,292 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Activest Wealth Management held 26 shares of Emerson Electric worth $3.72K as of Q2 2026.
  • Emerson Electric was a new Activest Wealth Management position in Q2 2026.
  • Emerson Electric made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #763 holding.
  • Activest Wealth Management first reported a position in Emerson Electric in Q4 2024 and has held it in 6 quarters since.
  • Activest Wealth Management's Emerson Electric position peaked at $6.17K in Q3 2025.
  • 2,292 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.