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Dakota Wealth Management’s Emerson Electric EMR Stock Holding History

Dakota 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 		$334K Sell
2,330
-1,136
-33% -$160K 0.01% 644
2026
Q1 		$454K Sell
3,466
-216
-6% -$31.1K 0.01% 565
2025
Q4 		$489K Buy
3,682
+839
+30% +$111K 0.01% 564
2025
Q3 		$373K Sell
2,843
-2,158
-43% -$294K 0.01% 525
2025
Q2 		$667K Sell
5,001
-83
-2% -$9.52K 0.01% 467
2025
Q1 		$557K Sell
5,084
-2,887
-36% -$348K 0.01% 492
2024
Q4 		$988K Buy
7,971
+838
+12% +$102K 0.02% 368
2024
Q3 		$780K Sell
7,133
-25,823
-78% -$2.78M 0.02% 416
2024
Q2 		$3.63M Sell
32,956
-2,079
-6% -$230K 0.09% 202
2024
Q1 		$3.97M Buy
35,035
+2,138
+6% +$220K 0.1% 184
2023
Q4 		$3.2M Buy
32,897
+9,088
+38% +$832K 0.12% 164
2023
Q3 		$2.3M Buy
23,809
+20,940
+730% +$1.99M 0.1% 183
2023
Q2 		$259K Hold
2,869
– – 0.01% 518
2023
Q1 		$250K Buy
2,869
+589
+26% +$51.5K 0.02% 515
2022
Q4 		$219K Buy
+2,280
New +$205K 0.02% 529
2022
Q1 		– Sell
-20,527
Closed -$1.91M – 465
2021
Q4 		$1.91M Sell
20,527
-18,860
-48% -$1.78M 0.2% 118
2021
Q3 		$3.71M Buy
+39,387
New +$3.93M 0.43% 64
2019
Q1 		– Sell
-12,548
Closed -$961K – 310
2018
Q4 		$961K Hold
12,548
– – 0.22% 91
2018
Q3 		$961K Buy
12,548
+2,881
+30% +$213K 0.22% 95
2018
Q2 		$668K Buy
+9,667
New +$679K 0.19% 103

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

Dakota Wealth Management's EMR Position: Q2 2026 in Review

Dakota Wealth Management reduced its Emerson Electric (EMR) stake by 33% in Q2 2026, selling an estimated $160K and leaving 2,330 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #644.

Dakota Wealth Management first reported a position in EMR in Q2 2018 and has held it in 20 quarters since. The position peaked at $3.97M in Q1 2024. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Dakota Wealth Management held 2,330 shares of Emerson Electric worth $334K as of Q2 2026.
  • Dakota Wealth Management sold 1,136 Emerson Electric shares in Q2 2026, an estimated $160K.
  • Emerson Electric made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #644 holding.
  • Dakota Wealth Management first reported a position in Emerson Electric in Q2 2018 and has held it in 20 quarters since.
  • Dakota Wealth Management's Emerson Electric position peaked at $3.97M in Q1 2024.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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