WoodTrust Financial’s Emerson Electric EMR Stock Holding History

WoodTrust Financial’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	$812K	Buy	5,672 +16	+0.3%	+$2.25K	0.1%	94
2026 Q1	$741K	Hold	5,656	–	–	0.1%	94
2025 Q4	$751K	Hold	5,656	–	–	0.09%	105
2025 Q3	$742K	Hold	5,656	–	–	0.09%	107
2025 Q2	$754K	Hold	5,656	–	–	0.1%	95
2025 Q1	$621K	Sell	5,656 -9	-0.2%	-$1.08K	0.09%	105
2024 Q4	$702K	Buy	5,665 +436	+8%	+$52.9K	0.1%	98
2024 Q3	$572K	Hold	5,229	–	–	0.08%	109
2024 Q2	$576K	Hold	5,229	–	–	0.09%	107
2024 Q1	$593K	Buy	5,229 +5	+0.1%	+$514	0.09%	107
2023 Q4	$509K	Buy	5,224 +4	+0.1%	+$366	0.09%	106
2023 Q3	$504K	Hold	5,220	–	–	0.1%	104
2023 Q2	$472K	Hold	5,220	–	–	0.09%	106
2023 Q1	$455K	Hold	5,220	–	–	0.09%	105
2022 Q4	$502K	Hold	5,220	–	–	0.1%	98
2022 Q3	$383K	Buy	5,220 +300	+6%	+$24.9K	0.09%	110
2022 Q2	$391K	Buy	4,920 +1,275	+35%	+$112K	0.09%	110
2022 Q1	$358K	Buy	3,645 +500	+16%	+$47.3K	0.07%	114
2021 Q4	$292K	Buy	3,145 +27	+0.9%	+$2.54K	0.06%	116
2021 Q3	$293K	Buy	+3,118	New	+$311K	0.07%	109

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

WoodTrust Financial's EMR Position: Q2 2026 in Review

WoodTrust Financial increased its Emerson Electric (EMR) stake by 0.28% in Q2 2026, buying an estimated $2.25K and bringing the position to 5,672 shares worth $812K. The position accounts for 0.1% of the portfolio, ranked #94.

WoodTrust Financial first reported a position in EMR in Q3 2021 and has held it in 20 quarters since. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

WoodTrust Financial held 5,672 shares of Emerson Electric worth $812K as of Q2 2026.
WoodTrust Financial bought 16 Emerson Electric shares in Q2 2026, an estimated $2.25K.
Emerson Electric made up 0.1% of WoodTrust Financial's portfolio in Q2 2026, its #94 holding.
WoodTrust Financial first reported a position in Emerson Electric in Q3 2021 and has held it in 20 quarters since.
2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on WoodTrust Financial's 13F filing for Q2 2026, filed 27 Jul 2026.