PWMG
EMR icon

Private Wealth Management Group’s Emerson Electric EMR Stock Holding History

Private Wealth Management Group’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 		$40.5K Sell
283
-124
-30% -$17.5K 0.01% 259
2026
Q1 		$53.3K Buy
407
+250
+159% +$35.9K 0.01% 185
2025
Q4 		$20.8K Hold
157
– – 0.01% 316
2025
Q3 		$20.6K Hold
157
– – 0.01% 321
2025
Q2 		$20.9K Hold
157
– – 0.01% 288
2025
Q1 		$17.2K Hold
157
– – 0.01% 330
2024
Q4 		$19.5K Hold
157
– – 0.01% 308
2024
Q3 		$17.2K Sell
157
-7
-4% -$753 0.01% 324
2024
Q2 		$18.1K Hold
164
– – 0.01% 294
2024
Q1 		$18.6K Hold
164
– – 0.01% 286
2023
Q4 		$16K Buy
+164
New +$15K 0.01% 304

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

Private Wealth Management Group's EMR Position: Q2 2026 in Review

Private Wealth Management Group reduced its Emerson Electric (EMR) stake by 30% in Q2 2026, selling an estimated $17.5K and leaving 283 shares worth $40.5K. The position accounts for 0.01% of the portfolio, ranked #259.

Private Wealth Management Group first reported a position in EMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $53.3K in Q1 2026. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Private Wealth Management Group held 283 shares of Emerson Electric worth $40.5K as of Q2 2026.
  • Private Wealth Management Group sold 124 Emerson Electric shares in Q2 2026, an estimated $17.5K.
  • Emerson Electric made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #259 holding.
  • Private Wealth Management Group first reported a position in Emerson Electric in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Emerson Electric position peaked at $53.3K in Q1 2026.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.