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Wealth Dimensions Group’s Emerson Electric EMR Stock Holding History

Wealth Dimensions Group’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 		$445K Buy
3,110
+25
+0.8% +$3.52K 0.08% 117
2026
Q1 		$404K Sell
3,085
-11
-0.4% -$1.58K 0.08% 119
2025
Q4 		$411K Buy
3,096
+23
+0.7% +$3.05K 0.08% 115
2025
Q3 		$403K Hold
3,073
– – 0.08% 114
2025
Q2 		$410K Buy
3,073
+80
+3% +$9.18K 0.09% 113
2025
Q1 		$328K Buy
2,993
+33
+1% +$3.98K 0.08% 120
2024
Q4 		$367K Sell
2,960
-18
-0.6% -$2.18K 0.09% 107
2024
Q3 		$326K Hold
2,978
– – 0.08% 109
2024
Q2 		$328K Hold
2,978
– – 0.09% 104
2024
Q1 		$338K Hold
2,978
– – 0.1% 104
2023
Q4 		$290K Sell
2,978
-149
-5% -$13.6K 0.09% 110
2023
Q3 		$302K Buy
3,127
+108
+4% +$10.3K 0.11% 105
2023
Q2 		$273K Buy
3,019
+54
+2% +$4.54K 0.1% 112
2023
Q1 		$258K Hold
2,965
– – 0.1% 109
2022
Q4 		$285K Hold
2,965
– – 0.12% 105
2022
Q3 		$217K Hold
2,965
– – 0.11% 111
2022
Q2 		$236K Sell
2,965
-127
-4% -$11.2K 0.11% 111
2022
Q1 		$303K Hold
3,092
– – 0.14% 104
2021
Q4 		$287K Hold
3,092
– – 0.14% 105
2021
Q3 		$291K Hold
3,092
– – 0.19% 102
2021
Q2 		$298K Hold
3,092
– – 0.2% 92
2021
Q1 		$279K Sell
3,092
-120
-4% -$10.3K 0.22% 88
2020
Q4 		$258K Buy
+3,212
New +$239K 0.22% 90

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

Wealth Dimensions Group's EMR Position: Q2 2026 in Review

Wealth Dimensions Group increased its Emerson Electric (EMR) stake by 0.81% in Q2 2026, buying an estimated $3.52K and bringing the position to 3,110 shares worth $445K. The position accounts for 0.08% of the portfolio, ranked #117.

Wealth Dimensions Group first reported a position in EMR in Q4 2020 and has held it in 23 quarters since. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Wealth Dimensions Group held 3,110 shares of Emerson Electric worth $445K as of Q2 2026.
  • Wealth Dimensions Group bought 25 Emerson Electric shares in Q2 2026, an estimated $3.52K.
  • Emerson Electric made up 0.08% of Wealth Dimensions Group's portfolio in Q2 2026, its #117 holding.
  • Wealth Dimensions Group first reported a position in Emerson Electric in Q4 2020 and has held it in 23 quarters since.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.