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Cassaday & Co Wealth Management’s Emerson Electric EMR Stock Holding History

Cassaday & Co 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 		$222K Hold
1,550
– – ﹤0.01% 341
2026
Q1 		$203K Sell
1,550
-125
-7% -$18K ﹤0.01% 342
2025
Q4 		$222K Buy
1,675
+125
+8% +$16.6K ﹤0.01% 332
2025
Q3 		$203K Hold
1,550
– – ﹤0.01% 333
2025
Q2 		$207K Sell
1,550
-274
-15% -$31.4K 0.01% 319
2025
Q1 		$200K Sell
1,824
-888
-33% -$107K 0.01% 306
2024
Q4 		$336K Buy
2,712
+789
+41% +$95.7K 0.01% 240
2024
Q3 		$210K Buy
+1,923
New +$207K 0.01% 295

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

Cassaday & Co Wealth Management's EMR Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Emerson Electric (EMR) position steady in Q2 2026 at 1,550 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #341.

Cassaday & Co Wealth Management first reported a position in EMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $336K in Q4 2024. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Cassaday & Co Wealth Management held 1,550 shares of Emerson Electric worth $222K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Emerson Electric share count unchanged in Q2 2026.
  • Emerson Electric made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #341 holding.
  • Cassaday & Co Wealth Management first reported a position in Emerson Electric in Q3 2024 and has held it in 8 quarters since.
  • Cassaday & Co Wealth Management's Emerson Electric position peaked at $336K in Q4 2024.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.