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Nvest Wealth Strategies’s Emerson Electric EMR Stock Holding History

Nvest Wealth Strategies’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 		$22.3K Hold
156
– – 0.01% 81
2026
Q1 		$20.4K Buy
156
+6
+4% +$863 0.01% 87
2025
Q4 		$19.9K Buy
+150
New +$19.9K 0.01% 84

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Nvest Wealth Strategies's EMR Position: Q2 2026 in Review

Nvest Wealth Strategies held its Emerson Electric (EMR) position steady in Q2 2026 at 156 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #81.

Nvest Wealth Strategies first reported a position in EMR in Q4 2025 and has held it in 3 quarters since. 1,488 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Nvest Wealth Strategies held 156 shares of Emerson Electric worth $22.3K as of Q2 2026.
  • Nvest Wealth Strategies left its Emerson Electric share count unchanged in Q2 2026.
  • Emerson Electric made up 0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #81 holding.
  • Nvest Wealth Strategies first reported a position in Emerson Electric in Q4 2025 and has held it in 3 quarters since.
  • 1,488 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.