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Wheelhouse Advisory Group’s Emerson Electric EMR Stock Holding History

Wheelhouse Advisory 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 		$251K Buy
1,756
+7
+0.4% +$985 0.07% 51
2026
Q1 		$229K Buy
1,749
+6
+0.3% +$863 0.08% 48
2025
Q4 		$236K Sell
1,743
-2,856
-62% -$379K 0.09% 46
2025
Q3 		$603K Sell
4,599
-5,136
-53% -$700K 0.26% 26
2025
Q2 		$1.3M Sell
9,735
-87
-0.9% -$9.98K 0.64% 17
2025
Q1 		$1.08M Buy
9,822
+7
+0.1% +$844 0.62% 17
2024
Q4 		$1.22M Buy
9,815
+5
+0.1% +$606 0.72% 18
2024
Q3 		$1.07M Sell
9,810
-145
-1% -$15.6K 0.69% 16
2024
Q2 		$1.09M Buy
9,955
+159
+2% +$17.6K 0.77% 16
2024
Q1 		$1.11M Sell
9,796
-4,493
-31% -$461K 0.85% 16
2023
Q4 		$1.39M Buy
+14,289
New +$1.31M 1.21% 14

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wheelhouse Advisory Group's EMR Position: Q2 2026 in Review

Wheelhouse Advisory Group increased its Emerson Electric (EMR) stake by 0.4% in Q2 2026, buying an estimated $985 and bringing the position to 1,756 shares worth $251K. The position accounts for 0.07% of the portfolio, ranked #51.

Wheelhouse Advisory Group first reported a position in EMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q4 2023. 1,562 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Wheelhouse Advisory Group held 1,756 shares of Emerson Electric worth $251K as of Q2 2026.
  • Wheelhouse Advisory Group bought 7 Emerson Electric shares in Q2 2026, an estimated $985.
  • Emerson Electric made up 0.07% of Wheelhouse Advisory Group's portfolio in Q2 2026, its #51 holding.
  • Wheelhouse Advisory Group first reported a position in Emerson Electric in Q4 2023 and has held it in 11 quarters since.
  • Wheelhouse Advisory Group's Emerson Electric position peaked at $1.39M in Q4 2023.
  • 1,562 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Wheelhouse Advisory Group's 13F filing for Q2 2026, filed 23 Jul 2026.