Cherry Tree Wealth Management’s Emerson Electric EMR Stock Holding History

Cherry Tree 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	$1.71M	Sell	11,913 -154	-1%	-$21.7K	0.32%	63
2026 Q1	$1.58M	Hold	12,067	–	–	0.33%	60
2025 Q4	$1.6M	Sell	12,067 -1,074	-8%	-$142K	0.34%	63
2025 Q3	$1.72M	Hold	13,141	–	–	0.38%	54
2025 Q2	$1.75M	Hold	13,141	–	–	0.41%	50
2025 Q1	$1.44M	Sell	13,141 -403	-3%	-$48.6K	0.35%	55
2024 Q4	$1.68M	Hold	13,544	–	–	0.42%	49
2024 Q3	$1.48M	Hold	13,544	–	–	0.35%	54
2024 Q2	$1.49M	Sell	13,544 -1,817	-12%	-$201K	0.37%	52
2024 Q1	$1.74M	Hold	15,361	–	–	0.44%	49
2023 Q4	$1.5M	Hold	15,361	–	–	0.4%	50
2023 Q3	$1.48M	Sell	15,361 -522	-3%	-$49.7K	0.43%	44
2023 Q2	$1.44M	Buy	+15,883	New	+$1.34M	0.42%	42

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cherry Tree Wealth Management's EMR Position: Q2 2026 in Review

Cherry Tree Wealth Management reduced its Emerson Electric (EMR) stake by 1.3% in Q2 2026, selling an estimated $21.7K and leaving 11,913 shares worth $1.71M. The position accounts for 0.32% of the portfolio, ranked #63.

Cherry Tree Wealth Management first reported a position in EMR in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.75M in Q2 2025. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Cherry Tree Wealth Management held 11,913 shares of Emerson Electric worth $1.71M as of Q2 2026.
Cherry Tree Wealth Management sold 154 Emerson Electric shares in Q2 2026, an estimated $21.7K.
Emerson Electric made up 0.32% of Cherry Tree Wealth Management's portfolio in Q2 2026, its #63 holding.
Cherry Tree Wealth Management first reported a position in Emerson Electric in Q2 2023 and has held it in 13 quarters since.
Cherry Tree Wealth Management's Emerson Electric position peaked at $1.75M in Q2 2025.
2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2026, filed 15 Sep 2026.