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NewEdge Wealth’s Emerson Electric EMR Stock Holding History

NewEdge Wealth’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 		$3.5M Sell
24,469
-1,836
-7% -$258K 0.04% 321
2026
Q1 		$3.45M Buy
26,305
+1,805
+7% +$260K 0.04% 299
2025
Q4 		$3.25M Buy
24,500
+6,986
+40% +$927K 0.04% 332
2025
Q3 		$2.32M Buy
17,514
+2,789
+19% +$380K 0.03% 360
2025
Q2 		$1.96M Buy
14,725
+760
+5% +$87.2K 0.03% 381
2025
Q1 		$1.53M Buy
13,965
+5,808
+71% +$700K 0.03% 406
2024
Q4 		$1.01M Buy
8,157
+2,525
+45% +$306K 0.02% 478
2024
Q3 		$616K Buy
5,632
+839
+18% +$90.3K 0.01% 573
2024
Q2 		$528K Sell
4,793
-210
-4% -$23.2K 0.01% 537
2024
Q1 		$532K Buy
5,003
+80
+2% +$8.22K 0.01% 549
2023
Q4 		$479K Buy
4,923
+702
+17% +$64.3K 0.01% 518
2023
Q3 		$408K Buy
4,221
+160
+4% +$15.2K 0.01% 484
2023
Q2 		$367K Buy
4,061
+130
+3% +$10.9K 0.01% 510
2023
Q1 		$343K Buy
3,931
+1,614
+70% +$141K 0.01% 479
2022
Q4 		$223K Sell
2,317
-502
-18% -$45.1K 0.01% 502
2022
Q3 		$206K Buy
+2,819
New +$234K 0.01% 488

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

NewEdge Wealth's EMR Position: Q2 2026 in Review

NewEdge Wealth reduced its Emerson Electric (EMR) stake by 7% in Q2 2026, selling an estimated $258K and leaving 24,469 shares worth $3.5M. The position accounts for 0.04% of the portfolio, ranked #321.

NewEdge Wealth first reported a position in EMR in Q3 2022 and has held it in 16 quarters since. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • NewEdge Wealth held 24,469 shares of Emerson Electric worth $3.5M as of Q2 2026.
  • NewEdge Wealth sold 1,836 Emerson Electric shares in Q2 2026, an estimated $258K.
  • Emerson Electric made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #321 holding.
  • NewEdge Wealth first reported a position in Emerson Electric in Q3 2022 and has held it in 16 quarters since.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.