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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dynasty Wealth Management's EMR Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Emerson Electric (EMR) stake by 33% in Q1 2026, selling an estimated $282K and leaving 4,051 shares worth $531K. The position accounts for ﹤0.01% of the portfolio, ranked #232.

Dynasty Wealth Management first reported a position in EMR in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q4 2024. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Dynasty Wealth Management held 4,051 shares of Emerson Electric worth $531K as of Q1 2026.
Dynasty Wealth Management sold 1,963 Emerson Electric shares in Q1 2026, an estimated $282K.
Emerson Electric made up ﹤0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #232 holding.
Dynasty Wealth Management first reported a position in Emerson Electric in Q3 2024 and has held it in 7 quarters since.
Dynasty Wealth Management's Emerson Electric position peaked at $1.11M in Q4 2024.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.