Windward Private Wealth Management’s Emerson Electric EMR Stock Holding History

Windward Private 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 Q2	$331K	Hold	2,315	–	–	0.11%	36
2026 Q1	$303K	Hold	2,315	–	–	0.1%	38
2025 Q4	$307K	Sell	2,315 -85	-4%	-$11.3K	0.11%	38
2025 Q3	$315K	Hold	2,400	–	–	0.11%	36
2025 Q2	$320K	Hold	2,400	–	–	0.12%	35
2025 Q1	$263K	Hold	2,400	–	–	0.1%	38
2024 Q4	$297K	Hold	2,400	–	–	0.12%	39
2024 Q3	$262K	Hold	2,400	–	–	0.1%	43
2024 Q2	$264K	Hold	2,400	–	–	0.11%	43
2024 Q1	$272K	Hold	2,400	–	–	0.11%	44
2023 Q4	$234K	Hold	2,400	–	–	0.1%	46
2023 Q3	$232K	Hold	2,400	–	–	0.1%	44
2023 Q2	$217K	Hold	2,400	–	–	0.1%	46
2023 Q1	$209K	Hold	2,400	–	–	0.09%	46
2022 Q4	$231K	Buy	+2,400	New	+$216K	0.1%	46
2022 Q2	–	Sell	-2,400	Closed	-$235K	–	46
2022 Q1	$235K	Hold	2,400	–	–	0.1%	45
2021 Q4	$223K	Hold	2,400	–	–	0.09%	46
2021 Q3	$226K	Hold	2,400	–	–	0.09%	45
2021 Q2	$231K	Hold	2,400	–	–	0.09%	45
2021 Q1	$217K	Buy	+2,400	New	+$206K	0.1%	45

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Windward Private Wealth Management's EMR Position: Q2 2026 in Review

Windward Private Wealth Management held its Emerson Electric (EMR) position steady in Q2 2026 at 2,315 shares worth $331K. The position accounts for 0.11% of the portfolio, ranked #36.

Windward Private Wealth Management first reported a position in EMR in Q1 2021 and has held it in 20 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Windward Private Wealth Management held 2,315 shares of Emerson Electric worth $331K as of Q2 2026.
Windward Private Wealth Management left its Emerson Electric share count unchanged in Q2 2026.
Emerson Electric made up 0.11% of Windward Private Wealth Management's portfolio in Q2 2026, its #36 holding.
Windward Private Wealth Management first reported a position in Emerson Electric in Q1 2021 and has held it in 20 quarters since.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Windward Private Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.