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Rooted Wealth Advisors’s Emerson Electric EMR Stock Holding History

Rooted Wealth Advisors’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 		$356K Buy
2,485
+163
+7% +$22.9K 0.09% 105
2026
Q1 		$341K Buy
2,322
+127
+6% +$18.3K 0.09% 105
2025
Q4 		$345K Buy
2,195
+64
+3% +$8.49K 0.1% 97
2025
Q3 		$287K Buy
2,131
+423
+25% +$57.7K 0.09% 100
2025
Q2 		$239K Buy
+1,708
New +$196K 0.08% 98

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

Rooted Wealth Advisors's EMR Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Emerson Electric (EMR) stake by 7% in Q2 2026, buying an estimated $22.9K and bringing the position to 2,485 shares worth $356K. The position accounts for 0.09% of the portfolio, ranked #105.

Rooted Wealth Advisors first reported a position in EMR in Q2 2025 and has held it in 5 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Rooted Wealth Advisors held 2,485 shares of Emerson Electric worth $356K as of Q2 2026.
  • Rooted Wealth Advisors bought 163 Emerson Electric shares in Q2 2026, an estimated $22.9K.
  • Emerson Electric made up 0.09% of Rooted Wealth Advisors's portfolio in Q2 2026, its #105 holding.
  • Rooted Wealth Advisors first reported a position in Emerson Electric in Q2 2025 and has held it in 5 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.