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National Wealth Management Group’s Emerson Electric EMR Stock Holding History

National Wealth Management 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 		$510K Sell
3,561
-156
-4% -$22K 0.16% 119
2026
Q1 		$487K Sell
3,717
-508
-12% -$73K 0.18% 116
2025
Q4 		$561K Sell
4,225
-2,700
-39% -$358K 0.19% 115
2025
Q3 		$908K Buy
+6,925
New +$944K 0.34% 67

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

National Wealth Management Group's EMR Position: Q2 2026 in Review

National Wealth Management Group reduced its Emerson Electric (EMR) stake by 4.2% in Q2 2026, selling an estimated $22K and leaving 3,561 shares worth $510K. The position accounts for 0.16% of the portfolio, ranked #119.

National Wealth Management Group first reported a position in EMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $908K in Q3 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • National Wealth Management Group held 3,561 shares of Emerson Electric worth $510K as of Q2 2026.
  • National Wealth Management Group sold 156 Emerson Electric shares in Q2 2026, an estimated $22K.
  • Emerson Electric made up 0.16% of National Wealth Management Group's portfolio in Q2 2026, its #119 holding.
  • National Wealth Management Group first reported a position in Emerson Electric in Q3 2025 and has held it in 4 quarters since.
  • National Wealth Management Group's Emerson Electric position peaked at $908K in Q3 2025.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.