McCarter Private Wealth Services
EMR icon

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

McCarter 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 		$225K Buy
+1,450
New +$218K 0.08% 170
2026
Q2 		– Sell
-1,704
Closed -$223K – 190
2026
Q1 		$223K Buy
+1,704
New +$245K 0.1% 164

Other funds holding EMR

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Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

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

McCarter Private Wealth Services opened a new position in Emerson Electric (EMR) in Q3 2026: 1,450 shares worth $225K. The stake represents 0.08% of the portfolio and ranks #170 among its holdings. This is a return to the name: McCarter Private Wealth Services previously reported a position in EMR as recently as Q1 2026.

McCarter Private Wealth Services first reported a position in EMR in Q1 2026 and has held it in 2 quarters since. 717 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • McCarter Private Wealth Services held 1,450 shares of Emerson Electric worth $225K as of Q3 2026.
  • Emerson Electric was a new McCarter Private Wealth Services position in Q3 2026.
  • Emerson Electric made up 0.08% of McCarter Private Wealth Services's portfolio in Q3 2026, its #170 holding.
  • McCarter Private Wealth Services first reported a position in Emerson Electric in Q1 2026 and has held it in 2 quarters since.
  • 717 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.