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Strategic Wealth Investment Group’s Emerson Electric EMR Stock Holding History

Strategic Wealth Investment 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 		$9.99M Buy
+69,810
New +$9.83M 1.21% 33
2025
Q3 		– Sell
-100
Closed -$13.3K – 149
2025
Q2 		$13.3K Buy
+100
New +$11.5K 0.02% 85

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

Strategic Wealth Investment Group's EMR Position: Q2 2026 in Review

Strategic Wealth Investment Group opened a new position in Emerson Electric (EMR) in Q2 2026: 69,810 shares worth $9.99M. The stake represents 1.21% of the portfolio and ranks #33 among its holdings. This is a return to the name: Strategic Wealth Investment Group previously reported a position in EMR as recently as Q2 2025.

Strategic Wealth Investment Group first reported a position in EMR in Q2 2025 and has held it in 2 quarters since. 2,292 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Strategic Wealth Investment Group held 69,810 shares of Emerson Electric worth $9.99M as of Q2 2026.
  • Emerson Electric was a new Strategic Wealth Investment Group position in Q2 2026.
  • Emerson Electric made up 1.21% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #33 holding.
  • Strategic Wealth Investment Group first reported a position in Emerson Electric in Q2 2025 and has held it in 2 quarters since.
  • 2,292 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.