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Arkadios Wealth Advisors’s Emerson Electric EMR Stock Holding History

Arkadios Wealth 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 		$1.93M Sell
13,464
-1,209
-8% -$170K 0.03% 553
2026
Q1 		$1.92M Buy
14,673
+1,648
+13% +$237K 0.03% 522
2025
Q4 		$1.73M Sell
13,025
-6,376
-33% -$846K 0.03% 497
2025
Q3 		$2.55M Buy
19,401
+2,961
+18% +$404K 0.06% 336
2025
Q2 		$2.19M Buy
16,440
+5,414
+49% +$621K 0.06% 324
2025
Q1 		$1.21M Buy
11,026
+8,220
+293% +$991K 0.05% 401
2024
Q4 		$348K Sell
2,806
-1,635
-37% -$198K 0.02% 672
2024
Q3 		$486K Buy
4,441
+2,072
+87% +$223K 0.03% 545
2024
Q2 		$261K Buy
2,369
+288
+14% +$31.8K 0.02% 679
2024
Q1 		$236K Sell
2,081
-17
-0.8% -$1.75K 0.02% 607
2023
Q4 		$204K Sell
2,098
-36
-2% -$3.3K 0.02% 644
2023
Q3 		$206K Buy
+2,134
New +$203K 0.02% 610
2021
Q4 		– Sell
-537
Closed -$50K – 910
2021
Q3 		$50K Hold
537
– – 0.01% 875
2021
Q2 		$51K Buy
537
+27
+5% +$2.54K 0.01% 915
2021
Q1 		$46K Hold
510
– – 0.01% 711
2020
Q4 		$40K Buy
510
+66
+15% +$4.91K 0.01% 598
2020
Q3 		$31.2K Sell
444
-294
-40% -$19.4K 0.02% 504
2020
Q2 		$45.8K Buy
738
+238
+48% +$13.5K 0.03% 391
2020
Q1 		$23.8K Sell
500
-100
-17% -$6.58K 0.02% 452
2019
Q4 		$43.9K Buy
+600
New +$43.2K 0.03% 329

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

Arkadios Wealth Advisors's EMR Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Emerson Electric (EMR) stake by 8.2% in Q2 2026, selling an estimated $170K and leaving 13,464 shares worth $1.93M. The position accounts for 0.03% of the portfolio, ranked #553.

Arkadios Wealth Advisors first reported a position in EMR in Q4 2019 and has held it in 20 quarters since. The position peaked at $2.55M in Q3 2025. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Arkadios Wealth Advisors held 13,464 shares of Emerson Electric worth $1.93M as of Q2 2026.
  • Arkadios Wealth Advisors sold 1,209 Emerson Electric shares in Q2 2026, an estimated $170K.
  • Emerson Electric made up 0.03% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #553 holding.
  • Arkadios Wealth Advisors first reported a position in Emerson Electric in Q4 2019 and has held it in 20 quarters since.
  • Arkadios Wealth Advisors's Emerson Electric position peaked at $2.55M in Q3 2025.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.