HWM
EMR icon

HighMark Wealth Management’s Emerson Electric EMR Stock Holding History

HighMark 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
Q2 		$10.9K Buy
76
+5
+7% +$704 ﹤0.01% 307
2026
Q1 		$9.3K Hold
71
– – ﹤0.01% 301
2025
Q4 		$9.42K Hold
71
– – ﹤0.01% 319
2025
Q3 		$9.31K Hold
71
– – ﹤0.01% 311
2025
Q2 		$9.47K Sell
71
-15
-17% -$1.72K ﹤0.01% 318
2025
Q1 		$9.43K Sell
86
-8
-9% -$964 0.01% 295
2024
Q4 		$11.6K Sell
94
-1
-1% -$121 0.01% 265
2024
Q3 		$10.4K Hold
95
– – 0.01% 290
2024
Q2 		$10.5K Buy
95
+37
+64% +$4.09K 0.01% 271
2024
Q1 		$6.58K Buy
+58
New +$5.96K ﹤0.01% 346

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

HighMark Wealth Management's EMR Position: Q2 2026 in Review

HighMark Wealth Management increased its Emerson Electric (EMR) stake by 7% in Q2 2026, buying an estimated $704 and bringing the position to 76 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

HighMark Wealth Management first reported a position in EMR in Q1 2024 and has held it in 10 quarters since. The position peaked at $11.6K in Q4 2024. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • HighMark Wealth Management held 76 shares of Emerson Electric worth $10.9K as of Q2 2026.
  • HighMark Wealth Management bought 5 Emerson Electric shares in Q2 2026, an estimated $704.
  • Emerson Electric made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #307 holding.
  • HighMark Wealth Management first reported a position in Emerson Electric in Q1 2024 and has held it in 10 quarters since.
  • HighMark Wealth Management's Emerson Electric position peaked at $11.6K in Q4 2024.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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