EPW
EMR icon

Evolve Private Wealth’s Emerson Electric EMR Stock Holding History

Evolve 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 		$552K Sell
3,859
-3,799
-50% -$535K 0.03% 473
2026
Q1 		$1M Sell
7,658
-46
-0.6% -$6.62K 0.05% 334
2025
Q4 		$1.02M Buy
+7,704
New +$1.02M 0.06% 291

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

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

Evolve Private Wealth reduced its Emerson Electric (EMR) stake by 50% in Q2 2026, selling an estimated $535K and leaving 3,859 shares worth $552K. The position accounts for 0.03% of the portfolio, ranked #473.

Evolve Private Wealth first reported a position in EMR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.02M in Q4 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Evolve Private Wealth held 3,859 shares of Emerson Electric worth $552K as of Q2 2026.
  • Evolve Private Wealth sold 3,799 Emerson Electric shares in Q2 2026, an estimated $535K.
  • Emerson Electric made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #473 holding.
  • Evolve Private Wealth first reported a position in Emerson Electric in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Emerson Electric position peaked at $1.02M in Q4 2025.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.