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Wingate Wealth Advisors’s Emerson Electric EMR Stock Holding History

Wingate Wealth Advisors’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 		$200K Buy
+1,400
New +$197K 0.09% 127
2025
Q1 		– Sell
-1,400
Closed -$174K – 192
2024
Q4 		$174K Buy
+1,400
New +$170K 0.17% 107

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wingate Wealth Advisors's EMR Position: Q2 2026 in Review

Wingate Wealth Advisors opened a new position in Emerson Electric (EMR) in Q2 2026: 1,400 shares worth $200K. The stake represents 0.09% of the portfolio and ranks #127 among its holdings. This is a return to the name: Wingate Wealth Advisors previously reported a position in EMR as recently as Q4 2024.

Wingate Wealth Advisors first reported a position in EMR in Q4 2024 and has held it in 2 quarters since. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Wingate Wealth Advisors held 1,400 shares of Emerson Electric worth $200K as of Q2 2026.
  • Emerson Electric was a new Wingate Wealth Advisors position in Q2 2026.
  • Emerson Electric made up 0.09% of Wingate Wealth Advisors's portfolio in Q2 2026, its #127 holding.
  • Wingate Wealth Advisors first reported a position in Emerson Electric in Q4 2024 and has held it in 2 quarters since.
  • 2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Wingate Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.