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True Wealth Design’s Emerson Electric EMR Stock Holding History

True Wealth Design’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 		$247K Buy
1,726
+87
+5% +$12.2K 0.06% 88
2026
Q1 		$215K Sell
1,639
-152
-8% -$21.9K 0.06% 86
2025
Q4 		$238K Sell
1,791
-86
-5% -$11.4K 0.07% 67
2025
Q3 		$246K Sell
1,877
-135
-7% -$18.4K 0.08% 53
2025
Q2 		$268K Sell
2,012
-141
-7% -$16.2K 0.09% 36
2025
Q1 		$236K Buy
2,153
+1,030
+92% +$124K 0.09% 33
2024
Q4 		$139K Buy
1,123
+12
+1% +$1.46K 0.05% 42
2024
Q3 		$122K Sell
1,111
-76
-6% -$8.18K 0.05% 47
2024
Q2 		$131K Buy
1,187
+3
+0.3% +$332 0.03% 129
2024
Q1 		$134K Buy
1,184
+179
+18% +$18.4K 0.03% 129
2023
Q4 		$97.8K Buy
1,005
+150
+18% +$13.7K 0.03% 133
2023
Q3 		$82.6K Hold
855
– – 0.03% 134
2023
Q2 		$77.3K Sell
855
-473
-36% -$39.8K 0.03% 138
2023
Q1 		$116K Buy
1,328
+1,320
+16,500% +$115K 0.05% 133
2022
Q4 		$768 Buy
+8
New +$719 ﹤0.01% 373

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

True Wealth Design's EMR Position: Q2 2026 in Review

True Wealth Design increased its Emerson Electric (EMR) stake by 5.3% in Q2 2026, buying an estimated $12.2K and bringing the position to 1,726 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #88.

True Wealth Design first reported a position in EMR in Q4 2022 and has held it in 15 quarters since. The position peaked at $268K in Q2 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • True Wealth Design held 1,726 shares of Emerson Electric worth $247K as of Q2 2026.
  • True Wealth Design bought 87 Emerson Electric shares in Q2 2026, an estimated $12.2K.
  • Emerson Electric made up 0.06% of True Wealth Design's portfolio in Q2 2026, its #88 holding.
  • True Wealth Design first reported a position in Emerson Electric in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Emerson Electric position peaked at $268K in Q2 2025.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.