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Twin Peaks Wealth Advisors’s Emerson Electric EMR Stock Holding History

Twin Peaks 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 		– Sell
-336
Closed -$44K – 812
2026
Q1 		$44K Buy
+336
New +$48.3K 0.01% 462
2025
Q3 		– Sell
-292
Closed -$38.8K – 734
2025
Q2 		$38.8K Buy
+292
New +$33.5K 0.01% 399

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

Twin Peaks Wealth Advisors's EMR Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Emerson Electric (EMR) in Q2 2026, closing a stake of 336 shares — an estimated $44K sold.

Twin Peaks Wealth Advisors first reported a position in EMR in Q2 2025 and held it in 2 quarters. The position peaked at $44K in Q1 2026. 2,294 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Emerson Electric position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 336 Emerson Electric shares in Q2 2026, an estimated $44K.
  • Twin Peaks Wealth Advisors first reported a position in Emerson Electric in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Emerson Electric position peaked at $44K in Q1 2026.
  • 2,294 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.