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IMA Wealth, Inc.

SEC CIK
0001455495
Latest filing
Aug 10, 2026

EMR holding history

Emerson Electric Co in every 13F filed by IMA Wealth, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EMR overviewAll 13F holders of EMRFull Q2 2026 holdings

Shares (Q2 2026)
39
Value
$5.58K
% of portfolio
<0.1%
Quarters held
6
Since Q4 2022
Holdings of EMR by IMA Wealth, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202639$5.58K<0.1%+36+1,200.0%AddedHolders
Q1 20263$393<0.1%00.0%UnchangedHolders
Q4 20253$398<0.1%00.0%UnchangedHolders
Q3 20253$394<0.1%00.0%UnchangedHolders
Q2 20253$400<0.1%+3NewHolders
Q1 20230$00.0%−60−100.0%Sold outHolders
Q4 202260$5.76K<0.1%+60NewHolders