KWA
EMR icon

Kingswood Wealth Advisors’s Emerson Electric EMR Stock Holding History

Kingswood Wealth Advisors’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 		$1.11M Buy
7,722
+176
+2% +$24.8K 0.04% 384
2026
Q1 		$988K Buy
7,546
+61
+0.8% +$8.77K 0.05% 381
2025
Q4 		$994K Buy
7,485
+1,351
+22% +$179K 0.05% 356
2025
Q3 		$805K Buy
6,134
+546
+10% +$74.4K 0.05% 344
2025
Q2 		$745K Buy
5,588
+1,418
+34% +$163K 0.06% 317
2025
Q1 		$457K Sell
4,170
-741
-15% -$89.3K 0.04% 419
2024
Q4 		$609K Sell
4,911
-67
-1% -$8.13K 0.05% 388
2024
Q3 		$544K Buy
4,978
+309
+7% +$33.2K 0.04% 437
2024
Q2 		$514K Buy
4,669
+250
+6% +$27.6K 0.05% 382
2024
Q1 		$501K Buy
4,419
+445
+11% +$45.7K 0.06% 346
2023
Q4 		$387K Buy
+3,974
New +$364K 0.04% 403

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

Kingswood Wealth Advisors's EMR Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Emerson Electric (EMR) stake by 2.3% in Q2 2026, buying an estimated $24.8K and bringing the position to 7,722 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #384.

Kingswood Wealth Advisors first reported a position in EMR in Q4 2023 and has held it in 11 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Kingswood Wealth Advisors held 7,722 shares of Emerson Electric worth $1.11M as of Q2 2026.
  • Kingswood Wealth Advisors bought 176 Emerson Electric shares in Q2 2026, an estimated $24.8K.
  • Emerson Electric made up 0.04% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #384 holding.
  • Kingswood Wealth Advisors first reported a position in Emerson Electric in Q4 2023 and has held it in 11 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.