Western Wealth Management
EMR icon

Western Wealth Management’s Emerson Electric EMR Stock Holding History

Western 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
Q3 		$1.11M Hold
7,131
– – 0.04% 442
2026
Q2 		$1.02M Sell
7,131
-542
-7% -$76.3K 0.03% 467
2026
Q1 		$1.01M Buy
7,673
+188
+3% +$27K 0.04% 438
2025
Q4 		$993K Buy
7,485
+2,340
+45% +$310K 0.05% 353
2025
Q3 		$675K Sell
5,145
-79
-2% -$10.8K 0.04% 386
2025
Q2 		$697K Sell
5,224
-116
-2% -$13.3K 0.04% 340
2025
Q1 		$585K Sell
5,340
-111
-2% -$13.4K 0.04% 348
2024
Q4 		$675K Buy
5,451
+234
+4% +$28.4K 0.04% 376
2024
Q3 		$571K Sell
5,217
-200
-4% -$21.5K 0.03% 429
2024
Q2 		$597K Buy
5,417
+33
+0.6% +$3.65K 0.04% 322
2024
Q1 		$611K Buy
5,384
+124
+2% +$12.7K 0.05% 318
2023
Q4 		$512K Sell
5,260
-560
-10% -$51.3K 0.04% 409
2023
Q3 		$562K Buy
5,820
+65
+1% +$6.19K 0.05% 363
2023
Q2 		$520K Sell
5,755
-36
-0.6% -$3.03K 0.04% 364
2023
Q1 		$505K Buy
5,791
+617
+12% +$53.9K 0.05% 367
2022
Q4 		$497K Sell
5,174
-3,252
-39% -$292K 0.05% 339
2022
Q3 		$617K Buy
8,426
+3,609
+75% +$300K 0.04% 418
2022
Q2 		$382K Buy
4,817
+18
+0.4% +$1.59K 0.02% 536
2022
Q1 		$471K Buy
+4,799
New +$454K 0.02% 543
2021
Q2 		$275K Buy
+2,854
New +$268K 0.03% 521

Other funds holding EMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Western Wealth Management's EMR Position: Q3 2026 in Review

Western Wealth Management held its Emerson Electric (EMR) position steady in Q3 2026 at 7,131 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #442.

Western Wealth Management first reported a position in EMR in Q2 2021 and has held it in 20 quarters since. 1,647 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Western Wealth Management held 7,131 shares of Emerson Electric worth $1.11M as of Q3 2026.
  • Western Wealth Management left its Emerson Electric share count unchanged in Q3 2026.
  • Emerson Electric made up 0.04% of Western Wealth Management's portfolio in Q3 2026, its #442 holding.
  • Western Wealth Management first reported a position in Emerson Electric in Q2 2021 and has held it in 20 quarters since.
  • 1,647 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Western Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.