AF
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Allworth Financial’s Emerson Electric EMR Stock Holding History

Allworth 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 		$3.52M Sell
24,557
-2,504
-9% -$352K 0.01% 412
2026
Q1 		$3.55M Buy
27,061
+1,818
+7% +$261K 0.01% 418
2025
Q4 		$3.35M Buy
25,243
+1,348
+6% +$179K 0.01% 431
2025
Q3 		$3.13M Buy
23,895
+606
+3% +$82.6K 0.01% 418
2025
Q2 		$3.11M Buy
23,289
+2,550
+12% +$293K 0.01% 402
2025
Q1 		$2.18M Buy
20,739
+459
+2% +$55.3K 0.01% 381
2024
Q4 		$2.64M Buy
20,280
+2,127
+12% +$258K 0.01% 351
2024
Q3 		$1.99M Sell
18,153
-811
-4% -$87.3K 0.01% 342
2024
Q2 		$2.19M Buy
18,964
+788
+4% +$87.1K 0.01% 320
2024
Q1 		$2.06M Sell
18,176
-2,281
-11% -$234K 0.01% 315
2023
Q4 		$1.99M Buy
20,457
+376
+2% +$34.4K 0.02% 305
2023
Q3 		$1.94M Buy
20,081
+1,199
+6% +$114K 0.02% 277
2023
Q2 		$1.71M Buy
18,882
+638
+3% +$53.7K 0.01% 306
2023
Q1 		$1.59M Sell
18,244
-462
-2% -$40.4K 0.02% 290
2022
Q4 		$1.8M Buy
18,706
+2,200
+13% +$198K 0.02% 258
2022
Q3 		$1.21M Sell
16,506
-85
-0.5% -$7.06K 0.02% 289
2022
Q2 		$1.32M Buy
16,591
+6,413
+63% +$565K 0.02% 268
2022
Q1 		$998K Buy
10,178
+5,258
+107% +$498K 0.01% 304
2021
Q4 		$457K Buy
4,920
+205
+4% +$19.3K 0.01% 391
2021
Q3 		$444K Buy
4,715
+3,858
+450% +$385K 0.01% 341
2021
Q2 		$82K Buy
857
+85
+11% +$7.99K ﹤0.01% 509
2021
Q1 		$70K Buy
772
+223
+41% +$19.2K ﹤0.01% 506
2020
Q4 		$44K Buy
549
+308
+128% +$22.9K ﹤0.01% 503
2020
Q3 		$16K Buy
241
+32
+15% +$2.11K ﹤0.01% 607
2020
Q2 		$13K Buy
209
+78
+60% +$4.43K ﹤0.01% 666
2020
Q1 		$6K Buy
131
+23
+21% +$1.51K ﹤0.01% 818
2019
Q4 		$8K Sell
108
-64
-37% -$4.61K ﹤0.01% 684
2019
Q3 		$11K Buy
172
+66
+62% +$4.15K ﹤0.01% 557
2019
Q2 		$7K Sell
106
-1,094
-91% -$73.3K ﹤0.01% 630
2019
Q1 		$82K Hold
1,200
– – ﹤0.01% 253
2018
Q4 		$72K Hold
1,200
– – ﹤0.01% 246
2018
Q3 		$92K Sell
1,200
-18
-1% -$1.33K ﹤0.01% 220
2018
Q2 		$84K Buy
1,218
+18
+2% +$1.26K ﹤0.01% 220
2018
Q1 		$82K Hold
1,200
– – 0.01% 194
2017
Q4 		$84K Hold
1,200
– – 0.01% 180
2017
Q3 		$75K Hold
1,200
– – 0.01% 190
2017
Q2 		$72K Buy
1,200
+1,150
+2,300% +$68.2K 0.01% 207
2017
Q1 		$3K Buy
+50
New +$2.98K ﹤0.01% 601
2016
Q3 		– Sell
-35
Closed -$2K – 703
2016
Q2 		$2K Buy
+35
New +$1.86K ﹤0.01% 535

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 $3.37T AUM 44.26% 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

Allworth Financial's EMR Position: Q2 2026 in Review

Allworth Financial reduced its Emerson Electric (EMR) stake by 9.3% in Q2 2026, selling an estimated $352K and leaving 24,557 shares worth $3.52M. The position accounts for 0.01% of the portfolio, ranked #412.

Allworth Financial first reported a position in EMR in Q2 2016 and has held it in 39 quarters since. The position peaked at $3.55M in Q1 2026. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Allworth Financial held 24,557 shares of Emerson Electric worth $3.52M as of Q2 2026.
  • Allworth Financial sold 2,504 Emerson Electric shares in Q2 2026, an estimated $352K.
  • Emerson Electric made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #412 holding.
  • Allworth Financial first reported a position in Emerson Electric in Q2 2016 and has held it in 39 quarters since.
  • Allworth Financial's Emerson Electric position peaked at $3.55M in Q1 2026.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.