Advisor OS’s Emerson Electric EMR Stock Holding History

Advisor OS’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	$239K	Buy	1,673 +19	+1%	+$2.67K	0.02%	507
2026 Q1	$217K	Buy	+1,654	New	+$238K	0.02%	521

Other funds holding EMR

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

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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Advisor OS's EMR Position: Q2 2026 in Review

Advisor OS increased its Emerson Electric (EMR) stake by 1.1% in Q2 2026, buying an estimated $2.67K and bringing the position to 1,673 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #507.

Advisor OS first reported a position in EMR in Q1 2026 and has held it in 2 quarters since. 1,692 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Advisor OS held 1,673 shares of Emerson Electric worth $239K as of Q2 2026.
Advisor OS bought 19 Emerson Electric shares in Q2 2026, an estimated $2.67K.
Emerson Electric made up 0.02% of Advisor OS's portfolio in Q2 2026, its #507 holding.
Advisor OS first reported a position in Emerson Electric in Q1 2026 and has held it in 2 quarters since.
1,692 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.