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Castle Rock Wealth Management’s Emerson Electric EMR Stock Holding History

Castle Rock 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
Q3 		$229K Buy
+1,421
New +$214K 0.04% 250
2026
Q1 		– Sell
-1,411
Closed -$213K – 267
2025
Q4 		$213K Buy
+1,411
New +$187K 0.05% 254
2025
Q3 		– Sell
-1,398
Closed -$202K – 256
2025
Q2 		$202K Buy
+1,398
New +$160K 0.05% 244

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

Castle Rock Wealth Management's EMR Position: Q3 2026 in Review

Castle Rock Wealth Management opened a new position in Emerson Electric (EMR) in Q3 2026: 1,421 shares worth $229K. The stake represents 0.04% of the portfolio and ranks #250 among its holdings. This is a return to the name: Castle Rock Wealth Management previously reported a position in EMR as recently as Q4 2025.

Castle Rock Wealth Management first reported a position in EMR in Q2 2025 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Castle Rock Wealth Management held 1,421 shares of Emerson Electric worth $229K as of Q3 2026.
  • Emerson Electric was a new Castle Rock Wealth Management position in Q3 2026.
  • Emerson Electric made up 0.04% of Castle Rock Wealth Management's portfolio in Q3 2026, its #250 holding.
  • Castle Rock Wealth Management first reported a position in Emerson Electric in Q2 2025 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Castle Rock Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.