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Trueblood Wealth Management’s Emerson Electric EMR Stock Holding History

Trueblood Wealth Management’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 		$619K Sell
4,323
-1,177
-21% -$166K 0.22% 136
2026
Q1 		$721K Sell
5,500
-418
-7% -$60.1K 0.28% 113
2025
Q4 		$785K Buy
5,918
+3,640
+160% +$483K 0.31% 107
2025
Q3 		$299K Sell
2,278
-60
-3% -$8.18K 0.12% 203
2025
Q2 		$312K Buy
2,338
+121
+5% +$13.9K 0.13% 195
2025
Q1 		$243K Buy
2,217
+1
+0% +$121 0.11% 206
2024
Q4 		$275K Hold
2,216
– – 0.14% 192
2024
Q3 		$242K Sell
2,216
-10
-0.4% -$1.08K 0.12% 196
2024
Q2 		$245K Sell
2,226
-3
-0.1% -$332 0.14% 192
2024
Q1 		$253K Buy
2,229
+1
+0% +$103 0.14% 185
2023
Q4 		$217K Buy
+2,228
New +$204K 0.14% 195

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

Trueblood Wealth Management's EMR Position: Q2 2026 in Review

Trueblood Wealth Management reduced its Emerson Electric (EMR) stake by 21% in Q2 2026, selling an estimated $166K and leaving 4,323 shares worth $619K. The position accounts for 0.22% of the portfolio, ranked #136.

Trueblood Wealth Management first reported a position in EMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $785K in Q4 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Trueblood Wealth Management held 4,323 shares of Emerson Electric worth $619K as of Q2 2026.
  • Trueblood Wealth Management sold 1,177 Emerson Electric shares in Q2 2026, an estimated $166K.
  • Emerson Electric made up 0.22% of Trueblood Wealth Management's portfolio in Q2 2026, its #136 holding.
  • Trueblood Wealth Management first reported a position in Emerson Electric in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's Emerson Electric position peaked at $785K in Q4 2025.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.