Kestra Private Wealth Services
EMR icon

Kestra Private Wealth Services’s Emerson Electric EMR Stock Holding History

Kestra Private Wealth Services’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 		$18.1M Buy
116,668
+1,993
+2% +$300K 0.19% 116
2026
Q2 		$16.4M Sell
114,675
-4,913
-4% -$692K 0.18% 133
2026
Q1 		$15.7M Sell
119,588
-3,905
-3% -$562K 0.19% 116
2025
Q4 		$16.4M Buy
123,493
+3,948
+3% +$524K 0.2% 108
2025
Q3 		$15.7M Buy
119,545
+2,306
+2% +$314K 0.2% 107
2025
Q2 		$15.6M Buy
117,239
+8,302
+8% +$952K 0.22% 98
2025
Q1 		$11.9M Buy
108,937
+11,133
+11% +$1.34M 0.2% 111
2024
Q4 		$12.1M Buy
97,804
+6,633
+7% +$805K 0.21% 107
2024
Q3 		$10M Buy
91,171
+8,522
+10% +$917K 0.18% 128
2024
Q2 		$9.1M Buy
82,649
+3,909
+5% +$432K 0.18% 127
2024
Q1 		$8.93M Buy
78,740
+10,072
+15% +$1.03M 0.2% 121
2023
Q4 		$6.68M Buy
68,668
+20,793
+43% +$1.9M 0.17% 148
2023
Q3 		$4.62M Buy
47,875
+12,715
+36% +$1.21M 0.15% 164
2023
Q2 		$3.18M Buy
35,160
+9,484
+37% +$798K 0.11% 209
2023
Q1 		$2.24M Buy
25,676
+6,102
+31% +$533K 0.09% 246
2022
Q4 		$1.88M Buy
19,574
+2,840
+17% +$255K 0.1% 247
2022
Q3 		$1.22M Sell
16,734
-3,434
-17% -$285K 0.07% 295
2022
Q2 		$1.6M Buy
20,168
+2,727
+16% +$240K 0.09% 256
2022
Q1 		$1.71M Buy
17,441
+916
+6% +$86.7K 0.08% 248
2021
Q4 		$1.54M Buy
16,525
+4,519
+38% +$426K 0.07% 291
2021
Q3 		$1.13M Buy
12,006
+1,320
+12% +$132K 0.06% 324
2021
Q2 		$1.03M Sell
10,686
-468
-4% -$44K 0.06% 320
2021
Q1 		$1.01M Buy
11,154
+181
+2% +$15.6K 0.07% 288
2020
Q4 		$876K Buy
10,973
+500
+5% +$37.2K 0.06% 304
2020
Q3 		$687K Buy
+10,473
New +$690K 0.06% 322

Other funds holding EMR

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Kestra Private Wealth Services's EMR Position: Q3 2026 in Review

Kestra Private Wealth Services increased its Emerson Electric (EMR) stake by 1.7% in Q3 2026, buying an estimated $300K and bringing the position to 116,668 shares worth $18.1M. The position accounts for 0.19% of the portfolio, ranked #116.

Kestra Private Wealth Services first reported a position in EMR in Q3 2020 and has held it in 25 quarters since. 1,997 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Kestra Private Wealth Services held 116,668 shares of Emerson Electric worth $18.1M as of Q3 2026.
  • Kestra Private Wealth Services bought 1,993 Emerson Electric shares in Q3 2026, an estimated $300K.
  • Emerson Electric made up 0.19% of Kestra Private Wealth Services's portfolio in Q3 2026, its #116 holding.
  • Kestra Private Wealth Services first reported a position in Emerson Electric in Q3 2020 and has held it in 25 quarters since.
  • 1,997 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.