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Diversify Wealth Management’s Emerson Electric EMR Stock Holding History

Diversify 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 		$7.6M Buy
50,913
+2,261
+5% +$318K 0.13% 169
2026
Q1 		$6.64M Buy
48,652
+14,886
+44% +$2.14M 0.12% 178
2025
Q4 		$4.94M Sell
33,766
-1,173
-3% -$156K 0.23% 119
2025
Q3 		$4.89M Buy
34,939
+2,017
+6% +$275K 0.28% 103
2025
Q2 		$4.38M Buy
32,922
+3,218
+11% +$369K 0.27% 111
2025
Q1 		$3.12M Buy
29,704
+27,865
+1,515% +$3.36M 0.23% 123
2024
Q4 		$217K Buy
+1,839
New +$223K 0.02% 479

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

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

Diversify Wealth Management increased its Emerson Electric (EMR) stake by 4.6% in Q2 2026, buying an estimated $318K and bringing the position to 50,913 shares worth $7.6M. The position accounts for 0.13% of the portfolio, ranked #169.

Diversify Wealth Management first reported a position in EMR in Q4 2024 and has held it in 7 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Diversify Wealth Management held 50,913 shares of Emerson Electric worth $7.6M as of Q2 2026.
  • Diversify Wealth Management bought 2,261 Emerson Electric shares in Q2 2026, an estimated $318K.
  • Emerson Electric made up 0.13% of Diversify Wealth Management's portfolio in Q2 2026, its #169 holding.
  • Diversify Wealth Management first reported a position in Emerson Electric in Q4 2024 and has held it in 7 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.