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Dogwood Wealth Management’s Emerson Electric EMR Stock Holding History

Dogwood 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 		$32.8K Sell
229
-53
-19% -$7.46K 0.01% 196
2026
Q1 		$36.9K Buy
282
+14
+5% +$2.01K 0.02% 173
2025
Q4 		$35.6K Buy
268
+38
+17% +$5.04K 0.02% 152
2025
Q3 		$30.2K Buy
230
+42
+22% +$5.73K 0.01% 152
2025
Q2 		$26.1K Sell
188
-5,056
-96% -$580K 0.01% 153
2025
Q1 		$575K Buy
5,244
+722
+16% +$87K 0.3% 81
2024
Q4 		$560K Buy
4,522
+4,402
+3,668% +$534K 0.3% 72
2024
Q3 		$13.1K Buy
120
+1
+0.8% +$108 0.01% 153
2024
Q2 		$13.1K Hold
119
– – 0.01% 158
2024
Q1 		$13.5K Buy
119
+1
+0.8% +$103 0.01% 174
2023
Q4 		$11.5K Buy
+118
New +$10.8K 0.01% 162

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

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

Dogwood Wealth Management reduced its Emerson Electric (EMR) stake by 19% in Q2 2026, selling an estimated $7.46K and leaving 229 shares worth $32.8K. The position accounts for 0.01% of the portfolio, ranked #196.

Dogwood Wealth Management first reported a position in EMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $575K in Q1 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Dogwood Wealth Management held 229 shares of Emerson Electric worth $32.8K as of Q2 2026.
  • Dogwood Wealth Management sold 53 Emerson Electric shares in Q2 2026, an estimated $7.46K.
  • Emerson Electric made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #196 holding.
  • Dogwood Wealth Management first reported a position in Emerson Electric in Q4 2023 and has held it in 11 quarters since.
  • Dogwood Wealth Management's Emerson Electric position peaked at $575K in Q1 2025.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.