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Flywheel Private Wealth’s Emerson Electric EMR Stock Holding History

Flywheel 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 		$411K Sell
2,870
-1,000
-26% -$141K 0.2% 59
2026
Q1 		$507K Hold
3,870
– – 0.29% 48
2025
Q4 		$514K Sell
3,870
-2
-0.1% -$265 0.32% 38
2025
Q3 		$508K Hold
3,872
– – 0.4% 39
2025
Q2 		$516K Sell
3,872
-180
-4% -$20.6K 0.41% 36
2025
Q1 		$444K Hold
4,052
– – 0.41% 40
2024
Q4 		$502K Buy
+4,052
New +$491K 0.46% 37

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

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

Flywheel Private Wealth reduced its Emerson Electric (EMR) stake by 26% in Q2 2026, selling an estimated $141K and leaving 2,870 shares worth $411K. The position accounts for 0.2% of the portfolio, ranked #59.

Flywheel Private Wealth first reported a position in EMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $516K in Q2 2025. 1,079 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Flywheel Private Wealth held 2,870 shares of Emerson Electric worth $411K as of Q2 2026.
  • Flywheel Private Wealth sold 1,000 Emerson Electric shares in Q2 2026, an estimated $141K.
  • Emerson Electric made up 0.2% of Flywheel Private Wealth's portfolio in Q2 2026, its #59 holding.
  • Flywheel Private Wealth first reported a position in Emerson Electric in Q4 2024 and has held it in 7 quarters since.
  • Flywheel Private Wealth's Emerson Electric position peaked at $516K in Q2 2025.
  • 1,079 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.