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Vertrix Wealth Management’s Emerson Electric EMR Stock Holding History

Vertrix 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 		$4.75M Buy
33,172
+1,046
+3% +$147K 1.6% 22
2026
Q1 		$4.21M Buy
+32,126
New +$4.62M 1.55% 24

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

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

Vertrix Wealth Management increased its Emerson Electric (EMR) stake by 3.3% in Q2 2026, buying an estimated $147K and bringing the position to 33,172 shares worth $4.75M. The position accounts for 1.6% of the portfolio, ranked #22.

Vertrix Wealth Management first reported a position in EMR in Q1 2026 and has held it in 2 quarters since. 2,276 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Vertrix Wealth Management held 33,172 shares of Emerson Electric worth $4.75M as of Q2 2026.
  • Vertrix Wealth Management bought 1,046 Emerson Electric shares in Q2 2026, an estimated $147K.
  • Emerson Electric made up 1.6% of Vertrix Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Vertrix Wealth Management first reported a position in Emerson Electric in Q1 2026 and has held it in 2 quarters since.
  • 2,276 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.