PWS
EMR icon

Peloton Wealth Strategists’s Emerson Electric EMR Stock Holding History

Peloton Wealth Strategists’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 		$4.41M Sell
30,785
-450
-1% -$63.3K 1.63% 24
2026
Q1 		$4.09M Sell
31,235
-700
-2% -$101K 1.66% 19
2025
Q4 		$4.24M Sell
31,935
-2,050
-6% -$272K 1.64% 20
2025
Q3 		$4.46M Sell
33,985
-1,525
-4% -$208K 1.75% 18
2025
Q2 		$4.74M Buy
35,510
+100
+0.3% +$11.5K 1.9% 16
2025
Q1 		$3.88M Sell
35,410
-50
-0.1% -$6.03K 1.62% 20
2024
Q4 		$4.39M Buy
35,460
+130
+0.4% +$15.8K 1.77% 20
2024
Q3 		$3.86M Buy
35,330
+3,690
+12% +$397K 1.54% 24
2024
Q2 		$3.48M Sell
31,640
-120
-0.4% -$13.3K 1.43% 28
2024
Q1 		$3.6M Buy
31,760
+1,025
+3% +$105K 1.46% 29
2023
Q4 		$2.99M Buy
30,735
+640
+2% +$58.6K 1.3% 33
2023
Q3 		$2.91M Buy
30,095
+11,250
+60% +$1.07M 1.34% 31
2023
Q2 		$1.7M Buy
18,845
+15,470
+458% +$1.3M 0.75% 50
2023
Q1 		$294K Buy
+3,375
New +$295K 0.13% 79

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

Peloton Wealth Strategists's EMR Position: Q2 2026 in Review

Peloton Wealth Strategists reduced its Emerson Electric (EMR) stake by 1.4% in Q2 2026, selling an estimated $63.3K and leaving 30,785 shares worth $4.41M. The position accounts for 1.63% of the portfolio, ranked #24.

Peloton Wealth Strategists first reported a position in EMR in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.74M in Q2 2025. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Peloton Wealth Strategists held 30,785 shares of Emerson Electric worth $4.41M as of Q2 2026.
  • Peloton Wealth Strategists sold 450 Emerson Electric shares in Q2 2026, an estimated $63.3K.
  • Emerson Electric made up 1.63% of Peloton Wealth Strategists's portfolio in Q2 2026, its #24 holding.
  • Peloton Wealth Strategists first reported a position in Emerson Electric in Q1 2023 and has held it in 14 quarters since.
  • Peloton Wealth Strategists's Emerson Electric position peaked at $4.74M in Q2 2025.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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