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Annis Gardner Whiting Capital Advisors’s Emerson Electric EMR Stock Holding History

Annis Gardner Whiting Capital 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 		$599K Buy
4,187
+7
+0.2% +$985 0.09% 178
2026
Q1 		$548K Buy
4,180
+535
+15% +$76.9K 0.09% 180
2025
Q4 		$484K Buy
3,645
+544
+18% +$72.2K 0.09% 181
2025
Q3 		$407K Sell
3,101
-135
-4% -$18.4K 0.08% 197
2025
Q2 		$431K Buy
3,236
+179
+6% +$20.5K 0.15% 130
2025
Q1 		$335K Sell
3,057
-19
-0.6% -$2.29K 0.14% 138
2024
Q4 		$381K Sell
3,076
-45
-1% -$5.46K 0.11% 151
2024
Q3 		$341K Sell
3,121
-39
-1% -$4.2K 0.1% 168
2024
Q2 		$348K Sell
3,160
-157
-5% -$17.4K 0.1% 168
2024
Q1 		$376K Sell
3,317
-127
-4% -$13K 0.13% 123
2023
Q4 		$335K Buy
3,444
+133
+4% +$12.2K 0.15% 112
2023
Q3 		$320K Buy
+3,311
New +$315K 0.17% 104

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

Annis Gardner Whiting Capital Advisors's EMR Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors increased its Emerson Electric (EMR) stake by 0.17% in Q2 2026, buying an estimated $985 and bringing the position to 4,187 shares worth $599K. The position accounts for 0.09% of the portfolio, ranked #178.

Annis Gardner Whiting Capital Advisors first reported a position in EMR in Q3 2023 and has held it in 12 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 4,187 shares of Emerson Electric worth $599K as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors bought 7 Emerson Electric shares in Q2 2026, an estimated $985.
  • Emerson Electric made up 0.09% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #178 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in Emerson Electric in Q3 2023 and has held it in 12 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.