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Aptus Capital Advisors’s Emerson Electric EMR Stock Holding History

Aptus 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 		$2.56M Sell
17,885
-387
-2% -$54.5K 0.02% 465
2026
Q1 		$2.39M Buy
18,272
+1,384
+8% +$199K 0.02% 449
2025
Q4 		$2.24M Buy
16,888
+354
+2% +$47K 0.02% 424
2025
Q3 		$2.17M Sell
16,534
-2,655
-14% -$362K 0.02% 420
2025
Q2 		$2.56M Buy
19,189
+764
+4% +$87.7K 0.02% 381
2025
Q1 		$2.02M Buy
18,425
+2,313
+14% +$279K 0.02% 396
2024
Q4 		$2M Buy
16,112
+7,319
+83% +$888K 0.02% 396
2024
Q3 		$962K Buy
8,793
+966
+12% +$104K 0.01% 424
2024
Q2 		$862K Buy
7,827
+223
+3% +$24.7K 0.02% 415
2024
Q1 		$862K Buy
7,604
+1,984
+35% +$204K 0.02% 418
2023
Q4 		$547K Sell
5,620
-416
-7% -$38.1K 0.02% 366
2023
Q3 		$583K Buy
6,036
+1,446
+32% +$138K 0.02% 361
2023
Q2 		$415K Buy
4,590
+218
+5% +$18.3K 0.01% 344
2023
Q1 		$381K Buy
4,372
+38
+0.9% +$3.32K 0.01% 347
2022
Q4 		$416K Sell
4,334
-39
-0.9% -$3.51K 0.01% 366
2022
Q3 		$320K Sell
4,373
-55,819
-93% -$4.64M 0.01% 376
2022
Q2 		$4.79M Buy
60,192
+12,614
+27% +$1.11M 0.12% 104
2022
Q1 		$4.67M Buy
+47,578
New +$4.5M 0.12% 106
2019
Q2 		– Sell
-5,027
Closed -$344K – 341
2019
Q1 		$344K Buy
+5,027
New +$331K 0.06% 247

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

Aptus Capital Advisors's EMR Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Emerson Electric (EMR) stake by 2.1% in Q2 2026, selling an estimated $54.5K and leaving 17,885 shares worth $2.56M. The position accounts for 0.02% of the portfolio, ranked #465.

Aptus Capital Advisors first reported a position in EMR in Q1 2019 and has held it in 19 quarters since. The position peaked at $4.79M in Q2 2022. 2,285 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Aptus Capital Advisors held 17,885 shares of Emerson Electric worth $2.56M as of Q2 2026.
  • Aptus Capital Advisors sold 387 Emerson Electric shares in Q2 2026, an estimated $54.5K.
  • Emerson Electric made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #465 holding.
  • Aptus Capital Advisors first reported a position in Emerson Electric in Q1 2019 and has held it in 19 quarters since.
  • Aptus Capital Advisors's Emerson Electric position peaked at $4.79M in Q2 2022.
  • 2,285 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.