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

Wealth Enhancement Trust 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 		$493K Sell
3,441
-138
-4% -$19.4K 0.05% 208
2026
Q1 		$469K Hold
3,579
– – 0.06% 204
2025
Q4 		$475K Buy
+3,579
New +$475K 0.06% 201

Other funds holding EMR

BlackRock
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Wealth Enhancement Trust Services reduced its Emerson Electric (EMR) stake by 3.9% in Q2 2026, selling an estimated $19.4K and leaving 3,441 shares worth $493K. The position accounts for 0.05% of the portfolio, ranked #208.

Wealth Enhancement Trust Services first reported a position in EMR in Q4 2025 and has held it in 3 quarters since. 1,819 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Wealth Enhancement Trust Services held 3,441 shares of Emerson Electric worth $493K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 138 Emerson Electric shares in Q2 2026, an estimated $19.4K.
  • Emerson Electric made up 0.05% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #208 holding.
  • Wealth Enhancement Trust Services first reported a position in Emerson Electric in Q4 2025 and has held it in 3 quarters since.
  • 1,819 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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