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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Broadway Wealth Solutions's EMR Position: Q2 2026 in Review

Broadway Wealth Solutions increased its Emerson Electric (EMR) stake by 2% in Q2 2026, buying an estimated $5.07K and bringing the position to 1,822 shares worth $261K. The position accounts for 0.12% of the portfolio, ranked #76.

Broadway Wealth Solutions first reported a position in EMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $263K in Q4 2024. 746 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Broadway Wealth Solutions held 1,822 shares of Emerson Electric worth $261K as of Q2 2026.
  • Broadway Wealth Solutions bought 36 Emerson Electric shares in Q2 2026, an estimated $5.07K.
  • Emerson Electric made up 0.12% of Broadway Wealth Solutions's portfolio in Q2 2026, its #76 holding.
  • Broadway Wealth Solutions first reported a position in Emerson Electric in Q4 2024 and has held it in 7 quarters since.
  • Broadway Wealth Solutions's Emerson Electric position peaked at $263K in Q4 2024.
  • 746 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Broadway Wealth Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.