EWM
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Elevatus Welath Management’s Emerson Electric EMR Stock Holding History

Elevatus Welath 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 		$790K Buy
5,520
+2,846
+106% +$401K 0.19% 101
2026
Q1 		$350K Buy
2,674
+393
+17% +$56.5K 0.18% 93
2025
Q4 		$303K Buy
+2,281
New +$303K 0.08% 118

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 $3.38T AUM 44.17% 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

Elevatus Welath Management's EMR Position: Q2 2026 in Review

Elevatus Welath Management increased its Emerson Electric (EMR) stake by 106% in Q2 2026, buying an estimated $401K and bringing the position to 5,520 shares worth $790K. The position accounts for 0.19% of the portfolio, ranked #101.

Elevatus Welath Management first reported a position in EMR in Q4 2025 and has held it in 3 quarters since. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Elevatus Welath Management held 5,520 shares of Emerson Electric worth $790K as of Q2 2026.
  • Elevatus Welath Management bought 2,846 Emerson Electric shares in Q2 2026, an estimated $401K.
  • Emerson Electric made up 0.19% of Elevatus Welath Management's portfolio in Q2 2026, its #101 holding.
  • Elevatus Welath Management first reported a position in Emerson Electric in Q4 2025 and has held it in 3 quarters since.
  • 2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.