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Measured Wealth Private Client Group’s Emerson Electric EMR Stock Holding History

Measured Wealth Private Client Group’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 		$75.8K Buy
529
+1
+0.2% +$141 0.02% 270
2026
Q1 		$69.1K Buy
528
+2
+0.4% +$288 0.02% 259
2025
Q4 		$69.8K Buy
526
+2
+0.4% +$265 0.02% 278
2025
Q3 		$68.7K Buy
+524
New +$71.4K 0.02% 270
2022
Q1 		– Sell
-2,791
Closed -$260K – 183
2021
Q4 		$260K Sell
2,791
-1,664
-37% -$157K 0.09% 135
2021
Q3 		$420K Sell
4,455
-789
-15% -$78.7K 0.16% 80
2021
Q2 		$505K Buy
5,244
+702
+15% +$66K 0.16% 78
2021
Q1 		$410K Sell
4,542
-182
-4% -$15.7K 0.15% 79
2020
Q4 		$380K Sell
4,724
-731
-13% -$54.4K 0.16% 76
2020
Q3 		$358K Sell
5,455
-499
-8% -$32.9K 0.17% 75
2020
Q2 		$369K Buy
+5,954
New +$338K 0.22% 61
2019
Q2 		– Sell
-3,018
Closed -$207K – 207
2019
Q1 		$207K Buy
+3,018
New +$198K 0.13% 167
2018
Q4 		– Sell
-1,387
Closed -$106K – 275
2018
Q3 		$106K Buy
+1,387
New +$102K 0.06% 229

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

Measured Wealth Private Client Group's EMR Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Emerson Electric (EMR) stake by 0.19% in Q2 2026, buying an estimated $141 and bringing the position to 529 shares worth $75.8K. The position accounts for 0.02% of the portfolio, ranked #270.

Measured Wealth Private Client Group first reported a position in EMR in Q3 2018 and has held it in 13 quarters since. The position peaked at $505K in Q2 2021. 2,287 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Measured Wealth Private Client Group held 529 shares of Emerson Electric worth $75.8K as of Q2 2026.
  • Measured Wealth Private Client Group bought 1 Emerson Electric share in Q2 2026, an estimated $141.
  • Emerson Electric made up 0.02% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #270 holding.
  • Measured Wealth Private Client Group first reported a position in Emerson Electric in Q3 2018 and has held it in 13 quarters since.
  • Measured Wealth Private Client Group's Emerson Electric position peaked at $505K in Q2 2021.
  • 2,287 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.