Wealth Enhancement Advisory Services
EMR icon

Wealth Enhancement Advisory Services’s Emerson Electric EMR Stock Holding History

Wealth Enhancement Advisory Services’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 		$24.1M Buy
253,353
+16,592
+7% +$2.34M 0.04% 391
2026
Q1 		$20.9M Sell
236,761
-100,318
-30% -$14.4M 0.04% 380
2025
Q4 		$49.5M Buy
337,079
+372
+0.1% +$49.3K 0.07% 255
2025
Q3 		$44.3M Buy
336,707
+1,804
+0.5% +$246K 0.07% 260
2025
Q2 		$46.8M Sell
334,903
-12,860
-4% -$1.48M 0.08% 238
2025
Q1 		$38.1M Buy
347,763
+46,998
+16% +$5.67M 0.07% 254
2024
Q4 		$37.3M Sell
300,765
-52,286
-15% -$6.34M 0.07% 256
2024
Q3 		$38.6M Buy
353,051
+56,659
+19% +$6.1M 0.08% 226
2024
Q2 		$32.7M Sell
296,392
-568
-0.2% -$62.8K 0.08% 243
2024
Q1 		$33.7M Sell
296,960
-102,333
-26% -$10.5M 0.09% 222
2023
Q4 		$38.9M Buy
399,293
+3,760
+1% +$344K 0.11% 186
2023
Q3 		$38.2M Buy
395,533
+391,714
+10,257% +$37.3M 0.13% 168
2023
Q2 		$345K Sell
3,819
-1,943
-34% -$164K ﹤0.01% 407
2023
Q1 		$502K Buy
+5,762
New +$504K 0.01% 388
2020
Q4 		– Sell
-38,972
Closed -$2.71M – 226
2020
Q3 		$2.71M Buy
38,972
+140
+0.4% +$9.22K 0.07% 93
2020
Q2 		$2.48M Buy
+38,832
New +$2.21M 0.07% 105
2020
Q1 		– Sell
-23,951
Closed -$1.83M – 233
2019
Q4 		$1.83M Buy
+23,951
New +$1.73M 0.06% 117
2017
Q2 		– Sell
-12,614
Closed -$754K – 155
2017
Q1 		$754K Sell
12,614
-40,763
-76% -$2.43M 0.08% 127
2016
Q4 		$2.98M Buy
+53,377
New +$2.87M 0.36% 45

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services's EMR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Emerson Electric (EMR) stake by 7% in Q2 2026, buying an estimated $2.34M and bringing the position to 253,353 shares worth $24.1M. The position accounts for 0.04% of the portfolio, ranked #391.

Wealth Enhancement Advisory Services first reported a position in EMR in Q4 2016 and has held it in 19 quarters since. The position peaked at $49.5M in Q4 2025. 601 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 253,353 shares of Emerson Electric worth $24.1M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 16,592 Emerson Electric shares in Q2 2026, an estimated $2.34M.
  • Emerson Electric made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #391 holding.
  • Wealth Enhancement Advisory Services first reported a position in Emerson Electric in Q4 2016 and has held it in 19 quarters since.
  • Wealth Enhancement Advisory Services's Emerson Electric position peaked at $49.5M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.