Next Level Wealth Planning’s Emerson Electric EMR Stock Holding History

Next Level Wealth Planning’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	$27.1K	Buy	+175	New	+$26.3K	0.01%	229

Other funds holding EMR

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Next Level Wealth Planning's EMR Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Emerson Electric (EMR) in Q3 2026: 175 shares worth $27.1K. The stake represents 0.01% of the portfolio and ranks #229 among its holdings.

1,436 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

Next Level Wealth Planning held 175 shares of Emerson Electric worth $27.1K as of Q3 2026.
Emerson Electric was a new Next Level Wealth Planning position in Q3 2026.
Emerson Electric made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #229 holding.
1,436 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.