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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
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 		$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 $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

Kestra Private Wealth Services's EMR Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Emerson Electric (EMR) stake by 4.1% in Q2 2026, selling an estimated $692K and leaving 114,675 shares worth $16.4M. The position accounts for 0.18% of the portfolio, ranked #133.

Kestra Private Wealth Services first reported a position in EMR in Q3 2020 and has held it in 24 quarters since. 2,289 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Kestra Private Wealth Services held 114,675 shares of Emerson Electric worth $16.4M as of Q2 2026.
  • Kestra Private Wealth Services sold 4,913 Emerson Electric shares in Q2 2026, an estimated $692K.
  • Emerson Electric made up 0.18% of Kestra Private Wealth Services's portfolio in Q2 2026, its #133 holding.
  • Kestra Private Wealth Services first reported a position in Emerson Electric in Q3 2020 and has held it in 24 quarters since.
  • 2,289 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.