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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Twin Peaks Wealth Advisors's EMR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Emerson Electric (EMR) in Q1 2026: 336 shares worth $44K. The stake represents 0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in EMR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in EMR in Q2 2025 and has held it in 2 quarters since. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 336 shares of Emerson Electric worth $44K as of Q1 2026.
  • Emerson Electric was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Emerson Electric made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #462 holding.
  • Twin Peaks Wealth Advisors first reported a position in Emerson Electric in Q2 2025 and has held it in 2 quarters since.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.