Mosley Wealth Management
EMR icon

Mosley Wealth Management’s Emerson Electric EMR Stock Holding History

Mosley 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 		$71.4K Sell
440
-218
-33% -$32.8K 0.02% 236
2026
Q2 		$94.2K Sell
658
-3,546
-84% -$499K 0.03% 200
2026
Q1 		$551K Buy
4,204
+42
+1% +$6.04K 0.25% 81
2025
Q4 		$553K Buy
+4,162
New +$552K 0.25% 88

Other funds holding EMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Mosley Wealth Management reduced its Emerson Electric (EMR) stake by 33% in Q3 2026, selling an estimated $32.8K and leaving 440 shares worth $71.4K. The position accounts for 0.02% of the portfolio, ranked #236.

Mosley Wealth Management first reported a position in EMR in Q4 2025 and has held it in 4 quarters since. The position peaked at $553K in Q4 2025. 1,436 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Mosley Wealth Management held 440 shares of Emerson Electric worth $71.4K as of Q3 2026.
  • Mosley Wealth Management sold 218 Emerson Electric shares in Q3 2026, an estimated $32.8K.
  • Emerson Electric made up 0.02% of Mosley Wealth Management's portfolio in Q3 2026, its #236 holding.
  • Mosley Wealth Management first reported a position in Emerson Electric in Q4 2025 and has held it in 4 quarters since.
  • Mosley Wealth Management's Emerson Electric position peaked at $553K in Q4 2025.
  • 1,436 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.