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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

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

Proactive Wealth Strategies increased its Emerson Electric (EMR) stake by 0.4% in Q2 2026, buying an estimated $6.05K and bringing the position to 10,726 shares worth $1.54M. The position accounts for 0.25% of the portfolio, ranked #93.

Proactive Wealth Strategies first reported a position in EMR in Q3 2024 and has held it in 8 quarters since. 1,593 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Proactive Wealth Strategies held 10,726 shares of Emerson Electric worth $1.54M as of Q2 2026.
Proactive Wealth Strategies bought 43 Emerson Electric shares in Q2 2026, an estimated $6.05K.
Emerson Electric made up 0.25% of Proactive Wealth Strategies's portfolio in Q2 2026, its #93 holding.
Proactive Wealth Strategies first reported a position in Emerson Electric in Q3 2024 and has held it in 8 quarters since.
1,593 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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