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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
Q2 		– Sell
-1,704
Closed -$223K – 190
2026
Q1 		$223K Buy
+1,704
New +$245K 0.1% 164

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

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

McCarter Private Wealth Services sold out of Emerson Electric (EMR) in Q2 2026, closing a stake of 1,704 shares — an estimated $223K sold.

McCarter Private Wealth Services first reported a position in EMR in Q1 2026 and held it in 1 quarter. The position peaked at $223K in Q1 2026. 2,289 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • McCarter Private Wealth Services reported no remaining Emerson Electric position as of Q2 2026 after selling out during the quarter.
  • McCarter Private Wealth Services sold 1,704 Emerson Electric shares in Q2 2026, an estimated $223K.
  • McCarter Private Wealth Services first reported a position in Emerson Electric in Q1 2026 and held it in 1 quarter.
  • McCarter Private Wealth Services's Emerson Electric position peaked at $223K in Q1 2026.
  • 2,289 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.