Newton One Investments’s Emerson Electric EMR Stock Holding History

Newton One Investments’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	$57K	Buy	398 +1	+0.3%	+$141	0.01%	68
2026 Q1	$52K	Buy	397 +2	+0.5%	+$288	0.01%	68
2025 Q4	$52.5K	Buy	395 +1	+0.3%	+$133	0.02%	68
2025 Q3	$51.7K	Buy	394 +2	+0.5%	+$273	0.02%	67
2025 Q2	$52.3K	Buy	392 +1	+0.3%	+$115	0.02%	66
2025 Q1	$42.8K	Buy	391 +2	+0.5%	+$241	0.02%	70
2024 Q4	$48.2K	Buy	+389	New	+$47.2K	0.02%	66
2024 Q3	–	Sell	-385	Closed	-$42.4K	–	62
2024 Q2	$42.4K	Buy	385 +2	+0.5%	+$221	0.02%	65
2024 Q1	$43.5K	Buy	383 +2	+0.5%	+$205	0.02%	65
2023 Q4	$37.1K	Sell	381 -211	-36%	-$19.3K	0.02%	69
2023 Q3	$57.1K	Buy	592 +3	+0.5%	+$286	0.03%	64
2023 Q2	$53.2K	Buy	589 +4	+0.7%	+$337	0.03%	64
2023 Q1	$51K	Hold	585	–	–	0.03%	65
2022 Q4	$56.2K	Sell	585 -165	-22%	-$14.8K	0.04%	64
2022 Q3	$55K	Hold	750	–	–	0.04%	63
2022 Q2	$60K	Hold	750	–	–	0.04%	62
2022 Q1	$74K	Hold	750	–	–	0.05%	61
2021 Q4	$70K	Hold	750	–	–	0.05%	61
2021 Q3	$71K	Hold	750	–	–	0.05%	59
2021 Q2	$72K	Buy	+750	New	+$70.5K	0.06%	60

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Newton One Investments's EMR Position: Q2 2026 in Review

Newton One Investments increased its Emerson Electric (EMR) stake by 0.25% in Q2 2026, buying an estimated $141 and bringing the position to 398 shares worth $57K. The position accounts for 0.01% of the portfolio, ranked #68.

Newton One Investments first reported a position in EMR in Q2 2021 and has held it in 20 quarters since. The position peaked at $74K in Q1 2022. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Newton One Investments held 398 shares of Emerson Electric worth $57K as of Q2 2026.
Newton One Investments bought 1 Emerson Electric share in Q2 2026, an estimated $141.
Emerson Electric made up 0.01% of Newton One Investments's portfolio in Q2 2026, its #68 holding.
Newton One Investments first reported a position in Emerson Electric in Q2 2021 and has held it in 20 quarters since.
Newton One Investments's Emerson Electric position peaked at $74K in Q1 2022.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Newton One Investments's 13F filing for Q2 2026, filed 22 Jul 2026.