CWS Financial Advisors’s Emerson Electric EMR Stock Holding History

CWS Financial Advisors’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	$206K	Buy	+1,441	New	+$203K	0.05%	166
2024 Q1	–	Sell	-2,495	Closed	-$243K	–	123
2023 Q4	$243K	Hold	2,495	–	–	0.09%	129
2023 Q3	$241K	Hold	2,495	–	–	0.1%	124
2023 Q2	$226K	Hold	2,495	–	–	0.09%	135
2023 Q1	$217K	Buy	2,495 +60	+2%	+$5.24K	0.09%	134
2022 Q4	$220K	Buy	+2,435	New	+$219K	0.09%	127
2022 Q2	–	Sell	-2,495	Closed	-$245K	–	168
2022 Q1	$245K	Hold	2,495	–	–	0.09%	132
2021 Q4	$232K	Buy	+2,495	New	+$235K	0.08%	140
2021 Q2	$234K	Hold	2,435	–	–	0.09%	132
2021 Q1	$220K	Buy	+2,435	New	+$209K	0.09%	127
2020 Q4	–	Sell	-4,032	Closed	-$264K	–	139
2020 Q3	$264K	Hold	4,032	–	–	0.18%	100
2020 Q2	$250K	Buy	+4,032	New	+$229K	0.18%	106

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 $3.37T AUM 44.26% 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

CWS Financial Advisors's EMR Position: Q2 2026 in Review

CWS Financial Advisors opened a new position in Emerson Electric (EMR) in Q2 2026: 1,441 shares worth $206K. The stake represents 0.05% of the portfolio and ranks #166 among its holdings. This is a return to the name: CWS Financial Advisors previously reported a position in EMR as recently as Q4 2023.

CWS Financial Advisors first reported a position in EMR in Q2 2020 and has held it in 12 quarters since. The position peaked at $264K in Q3 2020. 2,292 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

CWS Financial Advisors held 1,441 shares of Emerson Electric worth $206K as of Q2 2026.
Emerson Electric was a new CWS Financial Advisors position in Q2 2026.
Emerson Electric made up 0.05% of CWS Financial Advisors's portfolio in Q2 2026, its #166 holding.
CWS Financial Advisors first reported a position in Emerson Electric in Q2 2020 and has held it in 12 quarters since.
CWS Financial Advisors's Emerson Electric position peaked at $264K in Q3 2020.
2,292 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.