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Aprio Wealth Management’s Emerson Electric EMR Stock Holding History

Aprio Wealth Management’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 		$1.13M Sell
7,879
-102
-1% -$14.4K 0.06% 214
2026
Q1 		$1.05M Buy
7,981
+1,833
+30% +$264K 0.06% 202
2025
Q4 		$968K Buy
6,148
+3,529
+135% +$468K 0.06% 202
2025
Q3 		$344K Buy
2,619
+104
+4% +$14.2K 0.03% 298
2025
Q2 		$335K Sell
2,515
-41
-2% -$4.7K 0.04% 260
2025
Q1 		$280K Buy
+2,556
New +$308K 0.04% 282

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

Aprio Wealth Management's EMR Position: Q2 2026 in Review

Aprio Wealth Management reduced its Emerson Electric (EMR) stake by 1.3% in Q2 2026, selling an estimated $14.4K and leaving 7,879 shares worth $1.13M. The position accounts for 0.06% of the portfolio, ranked #214.

Aprio Wealth Management first reported a position in EMR in Q1 2025 and has held it in 6 quarters since. 2,292 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Aprio Wealth Management held 7,879 shares of Emerson Electric worth $1.13M as of Q2 2026.
  • Aprio Wealth Management sold 102 Emerson Electric shares in Q2 2026, an estimated $14.4K.
  • Emerson Electric made up 0.06% of Aprio Wealth Management's portfolio in Q2 2026, its #214 holding.
  • Aprio Wealth Management first reported a position in Emerson Electric in Q1 2025 and has held it in 6 quarters since.
  • 2,292 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.