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Beta Wealth Group’s Emerson Electric EMR Stock Holding History

Beta Wealth Group’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 		$717K Buy
5,009
+401
+9% +$56.4K 0.27% 64
2026
Q1 		$604K Sell
4,608
-500
-10% -$71.9K 0.25% 69
2025
Q4 		$67.8K Buy
5,108
+501
+11% +$66.5K 0.03% 114
2025
Q3 		$604K Buy
4,607
+596
+15% +$81.3K 0.24% 73
2025
Q2 		$535K Sell
4,011
-999
-20% -$115K 0.2% 66
2025
Q1 		$549K Buy
5,010
+402
+9% +$48.5K 0.2% 62
2024
Q4 		$571K Sell
4,608
-601
-12% -$72.9K 0.25% 62
2024
Q3 		$570K Buy
5,209
+1,097
+27% +$118K 0.26% 66
2024
Q2 		$453K Buy
4,112
+1,505
+58% +$166K 0.21% 74
2024
Q1 		$296K Sell
2,607
-2,398
-48% -$246K 0.14% 87
2023
Q4 		$487K Buy
5,005
+303
+6% +$27.7K 0.26% 62
2023
Q3 		$454K Sell
4,702
-1,198
-20% -$114K 0.27% 68
2023
Q2 		$533K Buy
+5,900
New +$497K 0.31% 57
2023
Q1 		– Sell
-4,400
Closed -$423K – 105
2022
Q4 		$423K Sell
4,400
-41,600
-90% -$3.74M 0.28% 60
2022
Q3 		$3.37M Buy
46,000
+42,100
+1,079% +$3.5M 2.43% 13
2022
Q2 		$310K Buy
3,900
+300
+8% +$26.4K 0.21% 60
2022
Q1 		$353K Buy
+3,600
New +$341K 0.24% 59

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

Beta Wealth Group's EMR Position: Q2 2026 in Review

Beta Wealth Group increased its Emerson Electric (EMR) stake by 8.7% in Q2 2026, buying an estimated $56.4K and bringing the position to 5,009 shares worth $717K. The position accounts for 0.27% of the portfolio, ranked #64.

Beta Wealth Group first reported a position in EMR in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.37M in Q3 2022. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Beta Wealth Group held 5,009 shares of Emerson Electric worth $717K as of Q2 2026.
  • Beta Wealth Group bought 401 Emerson Electric shares in Q2 2026, an estimated $56.4K.
  • Emerson Electric made up 0.27% of Beta Wealth Group's portfolio in Q2 2026, its #64 holding.
  • Beta Wealth Group first reported a position in Emerson Electric in Q1 2022 and has held it in 17 quarters since.
  • Beta Wealth Group's Emerson Electric position peaked at $3.37M in Q3 2022.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.