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Gilpin Wealth Management’s Emerson Electric EMR Stock Holding History

Gilpin 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
Q3 		$753K Sell
4,854
-138
-3% -$20.8K 0.51% 58
2026
Q2 		$715K Sell
4,992
-206
-4% -$29K 0.49% 58
2026
Q1 		$681K Sell
5,198
-107
-2% -$15.4K 0.54% 55
2025
Q4 		$704K Buy
+5,305
New +$704K 0.56% 52

Other funds holding EMR

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Gilpin Wealth Management's EMR Position: Q3 2026 in Review

Gilpin Wealth Management reduced its Emerson Electric (EMR) stake by 2.8% in Q3 2026, selling an estimated $20.8K and leaving 4,854 shares worth $753K. The position accounts for 0.51% of the portfolio, ranked #58.

Gilpin Wealth Management first reported a position in EMR in Q4 2025 and has held it in 4 quarters since. 121 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Gilpin Wealth Management held 4,854 shares of Emerson Electric worth $753K as of Q3 2026.
  • Gilpin Wealth Management sold 138 Emerson Electric shares in Q3 2026, an estimated $20.8K.
  • Emerson Electric made up 0.51% of Gilpin Wealth Management's portfolio in Q3 2026, its #58 holding.
  • Gilpin Wealth Management first reported a position in Emerson Electric in Q4 2025 and has held it in 4 quarters since.
  • 121 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.