PlanVest Financial’s Emerson Electric EMR Stock Holding History

PlanVest Financial’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	$31K	Hold	200	–	–	0.02%	293
2026 Q2	$28.6K	Hold	200	–	–	0.02%	294
2026 Q1	$26.2K	Buy	+200	New	+$28.8K	0.02%	289

Other funds holding EMR

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

PlanVest Financial's EMR Position: Q3 2026 in Review

PlanVest Financial held its Emerson Electric (EMR) position steady in Q3 2026 at 200 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #293.

PlanVest Financial first reported a position in EMR in Q1 2026 and has held it in 3 quarters since. 2,069 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

PlanVest Financial held 200 shares of Emerson Electric worth $31K as of Q3 2026.
PlanVest Financial left its Emerson Electric share count unchanged in Q3 2026.
Emerson Electric made up 0.02% of PlanVest Financial's portfolio in Q3 2026, its #293 holding.
PlanVest Financial first reported a position in Emerson Electric in Q1 2026 and has held it in 3 quarters since.
2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on PlanVest Financial's 13F filing for Q3 2026, filed 9 Nov 2026.