EPW
EMR icon

Elevated Private Wealth’s Emerson Electric EMR Stock Holding History

Elevated Private Wealth’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 		$662K Buy
+4,626
New +$651K 0.63% 57
2025
Q4 		$944K Buy
+7,113
New +$944K 0.97% 49

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

Elevated Private Wealth's EMR Position: Q2 2026 in Review

Elevated Private Wealth opened a new position in Emerson Electric (EMR) in Q2 2026: 4,626 shares worth $662K. The stake represents 0.63% of the portfolio and ranks #57 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in EMR as recently as Q4 2025.

Elevated Private Wealth first reported a position in EMR in Q4 2025 and has held it in 2 quarters since. The position peaked at $944K in Q4 2025. 2,285 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Elevated Private Wealth held 4,626 shares of Emerson Electric worth $662K as of Q2 2026.
  • Emerson Electric was a new Elevated Private Wealth position in Q2 2026.
  • Emerson Electric made up 0.63% of Elevated Private Wealth's portfolio in Q2 2026, its #57 holding.
  • Elevated Private Wealth first reported a position in Emerson Electric in Q4 2025 and has held it in 2 quarters since.
  • Elevated Private Wealth's Emerson Electric position peaked at $944K in Q4 2025.
  • 2,285 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.