Mindset Wealth Management
EMR icon

Mindset Wealth Management’s Emerson Electric EMR Stock Holding History

Mindset Wealth Management’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 		$326K Hold
2,100
– – 0.06% 130
2026
Q2 		$301K Hold
2,100
– – 0.06% 138
2026
Q1 		$275K Hold
2,100
– – 0.07% 131
2025
Q4 		$279K Hold
2,100
– – 0.07% 141
2025
Q3 		$275K Hold
2,100
– – 0.08% 131
2025
Q2 		$280K Hold
2,100
– – 0.09% 121
2025
Q1 		$230K Buy
+2,100
New +$253K 0.09% 129

Other funds holding EMR

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
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

Mindset Wealth Management's EMR Position: Q3 2026 in Review

Mindset Wealth Management held its Emerson Electric (EMR) position steady in Q3 2026 at 2,100 shares worth $326K. The position accounts for 0.06% of the portfolio, ranked #130.

Mindset Wealth Management first reported a position in EMR in Q1 2025 and has held it in 7 quarters since. 663 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Mindset Wealth Management held 2,100 shares of Emerson Electric worth $326K as of Q3 2026.
  • Mindset Wealth Management left its Emerson Electric share count unchanged in Q3 2026.
  • Emerson Electric made up 0.06% of Mindset Wealth Management's portfolio in Q3 2026, its #130 holding.
  • Mindset Wealth Management first reported a position in Emerson Electric in Q1 2025 and has held it in 7 quarters since.
  • 663 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.