KPWS
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
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 		$9.97M 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 		$1.23M 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kestra Private Wealth Services's EMR Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Emerson Electric (EMR) stake by 3.2% in Q1 2026, selling an estimated $562K and leaving 119,588 shares worth $15.7M. 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 23 quarters since. The position peaked at $16.4M in Q4 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Kestra Private Wealth Services held 119,588 shares of Emerson Electric worth $15.7M as of Q1 2026.
  • Kestra Private Wealth Services sold 3,905 Emerson Electric shares in Q1 2026, an estimated $562K.
  • Emerson Electric made up 0.19% of Kestra Private Wealth Services's portfolio in Q1 2026, its #116 holding.
  • Kestra Private Wealth Services first reported a position in Emerson Electric in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Emerson Electric position peaked at $16.4M in Q4 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.