Dynamic Wealth Strategies
EMR icon

Dynamic Wealth Strategies’s Emerson Electric EMR Stock Holding History

Dynamic Wealth Strategies’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
Q3 		$177K Hold
1,140
– – 0.09% 90
2026
Q2 		$163K Buy
1,140
+53
+5% +$7.46K 0.09% 91
2026
Q1 		$142K Buy
1,087
+556
+105% +$80K 0.08% 101
2025
Q4 		$70.5K Sell
531
-97
-15% -$12.9K 0.04% 130
2025
Q3 		$82.4K Hold
628
– – 0.06% 114
2025
Q2 		$83.7K Hold
628
– – 0.06% 107
2025
Q1 		$68.9K Buy
+628
New +$75.7K 0.06% 115
2024
Q4 		– Sell
-628
Closed -$69K – 117
2024
Q3 		$69K Hold
628
– – 0.06% 114
2024
Q2 		$69K Hold
628
– – 0.06% 110
2024
Q1 		$71K Hold
628
– – 0.06% 111
2023
Q4 		$61.1K Buy
+628
New +$57.5K 0.06% 112

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Dynamic Wealth Strategies's EMR Position: Q3 2026 in Review

Dynamic Wealth Strategies held its Emerson Electric (EMR) position steady in Q3 2026 at 1,140 shares worth $177K. The position accounts for 0.09% of the portfolio, ranked #90.

Dynamic Wealth Strategies first reported a position in EMR in Q4 2023 and has held it in 11 quarters since. 1,020 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Dynamic Wealth Strategies held 1,140 shares of Emerson Electric worth $177K as of Q3 2026.
  • Dynamic Wealth Strategies left its Emerson Electric share count unchanged in Q3 2026.
  • Emerson Electric made up 0.09% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #90 holding.
  • Dynamic Wealth Strategies first reported a position in Emerson Electric in Q4 2023 and has held it in 11 quarters since.
  • 1,020 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.