DWS
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
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

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

Dynamic Wealth Strategies's EMR Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its Emerson Electric (EMR) stake by 4.9% in Q2 2026, buying an estimated $7.46K and bringing the position to 1,140 shares worth $163K. The position accounts for 0.09% of the portfolio, ranked #91.

Dynamic Wealth Strategies first reported a position in EMR in Q4 2023 and has held it in 10 quarters since. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Dynamic Wealth Strategies held 1,140 shares of Emerson Electric worth $163K as of Q2 2026.
  • Dynamic Wealth Strategies bought 53 Emerson Electric shares in Q2 2026, an estimated $7.46K.
  • Emerson Electric made up 0.09% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #91 holding.
  • Dynamic Wealth Strategies first reported a position in Emerson Electric in Q4 2023 and has held it in 10 quarters since.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.