Proactive Wealth Strategies’s Emerson Electric EMR Stock Holding History

Proactive 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 Q3	$1.67M	Buy	10,761 +35	+0.3%	+$5.27K	0.26%	89
2026 Q2	$1.54M	Buy	10,726 +43	+0.4%	+$6.05K	0.25%	93
2026 Q1	$1.4M	Buy	10,683 +5,361	+101%	+$771K	0.26%	88
2025 Q4	$706K	Buy	5,322 +261	+5%	+$34.6K	0.28%	81
2025 Q3	$664K	Buy	5,061 +19	+0.4%	+$2.59K	0.29%	78
2025 Q2	$672K	Buy	5,042 +816	+19%	+$93.6K	0.32%	73
2025 Q1	$463K	Buy	4,226 +160	+4%	+$19.3K	0.25%	85
2024 Q4	$504K	Buy	4,066 +16	+0.4%	+$1.94K	0.26%	81
2024 Q3	$443K	Buy	+4,050	New	+$436K	0.25%	82

Other funds holding EMR

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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Proactive Wealth Strategies's EMR Position: Q3 2026 in Review

Proactive Wealth Strategies increased its Emerson Electric (EMR) stake by 0.33% in Q3 2026, buying an estimated $5.27K and bringing the position to 10,761 shares worth $1.67M. The position accounts for 0.26% of the portfolio, ranked #89.

Proactive Wealth Strategies first reported a position in EMR in Q3 2024 and has held it in 9 quarters since. 1,675 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

Proactive Wealth Strategies held 10,761 shares of Emerson Electric worth $1.67M as of Q3 2026.
Proactive Wealth Strategies bought 35 Emerson Electric shares in Q3 2026, an estimated $5.27K.
Emerson Electric made up 0.26% of Proactive Wealth Strategies's portfolio in Q3 2026, its #89 holding.
Proactive Wealth Strategies first reported a position in Emerson Electric in Q3 2024 and has held it in 9 quarters since.
1,675 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.