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Crestwood Advisors Group’s Emerson Electric EMR Stock Holding History

Crestwood Advisors Group’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 		$6.78M Buy
47,364
+206
+0.4% +$29K 0.1% 134
2026
Q1 		$6.18M Buy
47,158
+254
+0.5% +$36.5K 0.1% 130
2025
Q4 		$6.23M Buy
46,904
+1,040
+2% +$138K 0.1% 125
2025
Q3 		$6.02M Buy
45,864
+328
+0.7% +$44.7K 0.1% 126
2025
Q2 		$6.07M Buy
45,536
+1,130
+3% +$130K 0.11% 122
2025
Q1 		$4.87M Buy
44,406
+171
+0.4% +$20.6K 0.09% 129
2024
Q4 		$5.48M Buy
44,235
+647
+1% +$78.5K 0.1% 122
2024
Q3 		$4.77M Buy
43,588
+193
+0.4% +$20.8K 0.09% 130
2024
Q2 		$4.78M Sell
43,395
-108
-0.2% -$11.9K 0.1% 124
2024
Q1 		$4.93M Buy
43,503
+1,290
+3% +$133K 0.11% 120
2023
Q4 		$4.11M Sell
42,213
-69
-0.2% -$6.32K 0.1% 131
2023
Q3 		$4.08M Buy
42,282
+3,995
+10% +$380K 0.11% 121
2023
Q2 		$3.46M Buy
38,287
+20
+0.1% +$1.68K 0.11% 92
2023
Q1 		$3.33M Buy
38,267
+786
+2% +$68.7K 0.11% 95
2022
Q4 		$3.6M Sell
37,481
-1,096
-3% -$98.5K 0.12% 95
2022
Q3 		$2.83M Buy
38,577
+5
+0% +$415 0.1% 104
2022
Q2 		$3.07M Sell
38,572
-321
-0.8% -$28.3K 0.1% 103
2022
Q1 		$3.81M Buy
38,893
+17
+0% +$1.61K 0.11% 101
2021
Q4 		$3.61M Buy
38,876
+950
+3% +$89.5K 0.09% 104
2021
Q3 		$3.57M Hold
37,926
– – 0.1% 102
2021
Q2 		$3.65M Hold
37,926
– – 0.11% 102
2021
Q1 		$3.42M Buy
37,926
+13
+0% +$1.12K 0.11% 103
2020
Q4 		$3.05M Buy
37,913
+33,313
+724% +$2.48M 0.1% 105
2020
Q3 		$302K Sell
4,600
-100
-2% -$6.59K 0.01% 194
2020
Q2 		$292K Sell
4,700
-12
-0.3% -$682 0.01% 196
2020
Q1 		$225K Buy
4,712
+812
+21% +$53.5K 0.01% 201
2019
Q4 		$297K Hold
3,900
– – 0.01% 216
2019
Q3 		$261K Sell
3,900
-400
-9% -$25.1K 0.01% 215
2019
Q2 		$287K Buy
4,300
+981
+30% +$65.7K 0.01% 194
2019
Q1 		$227K Buy
+3,319
New +$218K 0.02% 153
2018
Q4 		– Sell
-3,200
Closed -$245K – 171
2018
Q3 		$245K Hold
3,200
– – 0.02% 147
2018
Q2 		$235K Sell
3,200
-259
-7% -$18.2K 0.02% 150
2018
Q1 		$236K Buy
3,459
+34
+1% +$2.42K 0.02% 151
2017
Q4 		$239K Sell
3,425
-300
-8% -$19.4K 0.02% 160
2017
Q3 		$234K Buy
3,725
+125
+3% +$7.54K 0.02% 137
2017
Q2 		$214K Hold
3,600
– – 0.02% 134
2017
Q1 		$213K Buy
+3,600
New +$215K 0.02% 134
2015
Q4 		– Sell
-7,800
Closed -$345K – 152
2015
Q3 		$345K Sell
7,800
-870
-10% -$42.8K 0.04% 105
2015
Q2 		$481K Sell
8,670
-2,138
-20% -$126K 0.06% 90
2015
Q1 		$612K Sell
10,808
-3,475
-24% -$202K 0.09% 72
2014
Q4 		$882K Buy
14,283
+125
+0.9% +$7.83K 0.13% 58
2014
Q3 		$886K Buy
14,158
+770
+6% +$50K 0.14% 57
2014
Q2 		$888K Sell
13,388
-200
-1% -$13.4K 0.14% 55
2014
Q1 		$908K Buy
13,588
+8,900
+190% +$586K 0.15% 57
2013
Q4 		$329K Sell
4,688
-89
-2% -$5.95K 0.05% 94
2013
Q3 		$309K Sell
4,777
-500
-9% -$30.6K 0.05% 94
2013
Q2 		$288K Buy
+5,277
New +$297K 0.05% 102

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

Crestwood Advisors Group's EMR Position: Q2 2026 in Review

Crestwood Advisors Group increased its Emerson Electric (EMR) stake by 0.44% in Q2 2026, buying an estimated $29K and bringing the position to 47,364 shares worth $6.78M. The position accounts for 0.1% of the portfolio, ranked #134.

Crestwood Advisors Group first reported a position in EMR in Q2 2013 and has held it in 47 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Crestwood Advisors Group held 47,364 shares of Emerson Electric worth $6.78M as of Q2 2026.
  • Crestwood Advisors Group bought 206 Emerson Electric shares in Q2 2026, an estimated $29K.
  • Emerson Electric made up 0.1% of Crestwood Advisors Group's portfolio in Q2 2026, its #134 holding.
  • Crestwood Advisors Group first reported a position in Emerson Electric in Q2 2013 and has held it in 47 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.