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Twelve Points Wealth Management’s Emerson Electric EMR Stock Holding History

Twelve Points 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 		$1.44M Buy
10,045
+423
+4% +$59.5K 0.29% 73
2026
Q1 		$1.26M Sell
9,622
-57
-0.6% -$8.2K 0.28% 78
2025
Q4 		$1.4M Sell
9,679
-2,817
-23% -$374K 0.31% 68
2025
Q3 		$1.64M Sell
12,496
-591
-5% -$80.6K 0.41% 57
2025
Q2 		$1.74M Buy
13,087
+626
+5% +$71.8K 0.47% 54
2025
Q1 		$1.37M Buy
12,461
+1,729
+16% +$208K 0.37% 66
2024
Q4 		$1.33M Buy
10,732
+1,218
+13% +$148K 0.38% 63
2024
Q3 		$1.04M Buy
9,514
+807
+9% +$86.8K 0.33% 74
2024
Q2 		$959K Buy
8,707
+673
+8% +$74.4K 0.34% 76
2024
Q1 		$911K Sell
8,034
-72
-0.9% -$7.39K 0.33% 73
2023
Q4 		$789K Buy
8,106
+668
+9% +$61.2K 0.37% 77
2023
Q3 		$718K Buy
7,438
+673
+10% +$64.1K 0.36% 77
2023
Q2 		$611K Buy
6,765
+820
+14% +$69K 0.33% 88
2023
Q1 		$518K Buy
5,945
+1,483
+33% +$130K 0.3% 98
2022
Q4 		$429K Sell
4,462
-14
-0.3% -$1.26K 0.29% 104
2022
Q3 		$328K Buy
4,476
+107
+2% +$8.89K 0.25% 126
2022
Q2 		$348K Buy
4,369
+928
+27% +$81.8K 0.27% 128
2022
Q1 		$337K Buy
3,441
+968
+39% +$91.6K 0.25% 132
2021
Q4 		$230K Buy
+2,473
New +$233K 0.19% 149

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

Twelve Points Wealth Management's EMR Position: Q2 2026 in Review

Twelve Points Wealth Management increased its Emerson Electric (EMR) stake by 4.4% in Q2 2026, buying an estimated $59.5K and bringing the position to 10,045 shares worth $1.44M. The position accounts for 0.29% of the portfolio, ranked #73.

Twelve Points Wealth Management first reported a position in EMR in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.74M in Q2 2025. 2,285 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Twelve Points Wealth Management held 10,045 shares of Emerson Electric worth $1.44M as of Q2 2026.
  • Twelve Points Wealth Management bought 423 Emerson Electric shares in Q2 2026, an estimated $59.5K.
  • Emerson Electric made up 0.29% of Twelve Points Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Twelve Points Wealth Management first reported a position in Emerson Electric in Q4 2021 and has held it in 19 quarters since.
  • Twelve Points Wealth Management's Emerson Electric position peaked at $1.74M in Q2 2025.
  • 2,285 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Twelve Points Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.