AWE
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Avidian Wealth Enterprises’s Emerson Electric EMR Stock Holding History

Avidian Wealth Enterprises’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 		$2.25M Sell
14,481
-306
-2% -$46K 0.06% 199
2026
Q2 		$2.12M Buy
14,787
+1,148
+8% +$162K 0.06% 203
2026
Q1 		$1.79M Buy
13,639
+10,273
+305% +$1.48M 0.06% 211
2025
Q4 		$447K Buy
3,366
+151
+5% +$20K 0.02% 399
2025
Q3 		$422K Buy
3,215
+136
+4% +$18.5K 0.02% 404
2025
Q2 		$410K Sell
3,079
-697
-18% -$80K 0.02% 380
2025
Q1 		$414K Buy
3,776
+461
+14% +$55.6K 0.02% 350
2024
Q4 		$411K Buy
3,315
+204
+7% +$24.7K 0.02% 338
2024
Q3 		$340K Buy
+3,111
New +$335K 0.02% 372

Other funds holding EMR

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Avidian Wealth Enterprises's EMR Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Emerson Electric (EMR) stake by 2.1% in Q3 2026, selling an estimated $46K and leaving 14,481 shares worth $2.25M. The position accounts for 0.06% of the portfolio, ranked #199.

Avidian Wealth Enterprises first reported a position in EMR in Q3 2024 and has held it in 9 quarters since. 121 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Avidian Wealth Enterprises held 14,481 shares of Emerson Electric worth $2.25M as of Q3 2026.
  • Avidian Wealth Enterprises sold 306 Emerson Electric shares in Q3 2026, an estimated $46K.
  • Emerson Electric made up 0.06% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #199 holding.
  • Avidian Wealth Enterprises first reported a position in Emerson Electric in Q3 2024 and has held it in 9 quarters since.
  • 121 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.