Broadway Wealth Solutions
EMR icon

Broadway Wealth Solutions’s Emerson Electric EMR Stock Holding History

Broadway Wealth Solutions’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 		$262K Sell
1,691
-131
-7% -$19.7K 0.12% 79
2026
Q2 		$261K Buy
1,822
+36
+2% +$5.07K 0.12% 76
2026
Q1 		$234K Buy
1,786
+105
+6% +$15.1K 0.12% 84
2025
Q4 		$223K Buy
1,681
+97
+6% +$12.9K 0.12% 87
2025
Q3 		$208K Sell
1,584
-343
-18% -$46.8K 0.12% 92
2025
Q2 		$257K Buy
1,927
+27
+1% +$3.1K 0.16% 78
2025
Q1 		$208K Sell
1,900
-221
-10% -$26.6K 0.15% 85
2024
Q4 		$263K Buy
+2,121
New +$257K 0.2% 73

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Broadway Wealth Solutions's EMR Position: Q3 2026 in Review

Broadway Wealth Solutions reduced its Emerson Electric (EMR) stake by 7.2% in Q3 2026, selling an estimated $19.7K and leaving 1,691 shares worth $262K. The position accounts for 0.12% of the portfolio, ranked #79.

Broadway Wealth Solutions first reported a position in EMR in Q4 2024 and has held it in 8 quarters since. The position peaked at $263K in Q4 2024. 1,647 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Broadway Wealth Solutions held 1,691 shares of Emerson Electric worth $262K as of Q3 2026.
  • Broadway Wealth Solutions sold 131 Emerson Electric shares in Q3 2026, an estimated $19.7K.
  • Emerson Electric made up 0.12% of Broadway Wealth Solutions's portfolio in Q3 2026, its #79 holding.
  • Broadway Wealth Solutions first reported a position in Emerson Electric in Q4 2024 and has held it in 8 quarters since.
  • Broadway Wealth Solutions's Emerson Electric position peaked at $263K in Q4 2024.
  • 1,647 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.