Dynasty Wealth Management’s Emerson Electric EMR Stock Holding History

Dynasty 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	$572K	Sell	3,998 -53	-1%	-$7.46K	﹤0.01%	243
2026 Q1	$531K	Sell	4,051 -1,963	-33%	-$282K	﹤0.01%	232
2025 Q4	$798K	Buy	6,014 +693	+13%	+$91.9K	0.01%	202
2025 Q3	$698K	Sell	5,321 -2,112	-28%	-$288K	0.01%	193
2025 Q2	$991K	Sell	7,433 -1,798	-19%	-$206K	0.02%	130
2025 Q1	$1.01M	Buy	9,231 +257	+3%	+$31K	0.02%	141
2024 Q4	$1.11M	Buy	8,974 +7,005	+356%	+$850K	0.02%	137
2024 Q3	$215K	Buy	+1,969	New	+$212K	0.01%	221

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Dynasty Wealth Management reduced its Emerson Electric (EMR) stake by 1.3% in Q2 2026, selling an estimated $7.46K and leaving 3,998 shares worth $572K. The position accounts for ﹤0.01% of the portfolio, ranked #243.

Dynasty Wealth Management first reported a position in EMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q4 2024. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Dynasty Wealth Management held 3,998 shares of Emerson Electric worth $572K as of Q2 2026.
Dynasty Wealth Management sold 53 Emerson Electric shares in Q2 2026, an estimated $7.46K.
Emerson Electric made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #243 holding.
Dynasty Wealth Management first reported a position in Emerson Electric in Q3 2024 and has held it in 8 quarters since.
Dynasty Wealth Management's Emerson Electric position peaked at $1.11M in Q4 2024.
2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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