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Crestmont Private Wealth’s Emerson Electric EMR Stock Holding History

Crestmont Private Wealth’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 		$482K Buy
3,369
+728
+28% +$102K 0.14% 57
2026
Q1 		$346K Sell
2,641
-102
-4% -$14.7K 0.11% 74
2025
Q4 		$364K Buy
2,743
+160
+6% +$21.2K 0.12% 61
2025
Q3 		$339K Buy
2,583
+223
+9% +$30.4K 0.11% 61
2025
Q2 		$315K Buy
2,360
+11
+0.5% +$1.26K 0.11% 56
2025
Q1 		$258K Buy
2,349
+216
+10% +$26K 0.11% 62
2024
Q4 		$264K Sell
2,133
-492
-19% -$59.7K 0.12% 54
2024
Q3 		$287K Buy
2,625
+54
+2% +$5.81K 0.13% 59
2024
Q2 		$283K Buy
+2,571
New +$284K 0.14% 60

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

Crestmont Private Wealth's EMR Position: Q2 2026 in Review

Crestmont Private Wealth increased its Emerson Electric (EMR) stake by 28% in Q2 2026, buying an estimated $102K and bringing the position to 3,369 shares worth $482K. The position accounts for 0.14% of the portfolio, ranked #57.

Crestmont Private Wealth first reported a position in EMR in Q2 2024 and has held it in 9 quarters since. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Crestmont Private Wealth held 3,369 shares of Emerson Electric worth $482K as of Q2 2026.
  • Crestmont Private Wealth bought 728 Emerson Electric shares in Q2 2026, an estimated $102K.
  • Emerson Electric made up 0.14% of Crestmont Private Wealth's portfolio in Q2 2026, its #57 holding.
  • Crestmont Private Wealth first reported a position in Emerson Electric in Q2 2024 and has held it in 9 quarters since.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Crestmont Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.