AssuredPartners Investment Advisors’s Emerson Electric EMR Stock Holding History

AssuredPartners Investment 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	$1.53M	Buy	10,701 +9,187	+607%	+$1.29M	0.15%	152
2026 Q1	$201K	Sell	1,514 -1,005	-40%	-$145K	0.02%	387
2025 Q4	$334K	Buy	2,519 +729	+41%	+$96.7K	0.05%	261
2025 Q3	$235K	Buy	+1,790	New	+$244K	0.05%	241
2025 Q2	–	Sell	-2,416	Closed	-$265K	–	274
2025 Q1	$265K	Sell	2,416 -498	-17%	-$60K	0.05%	282
2024 Q4	$361K	Buy	+2,914	New	+$353K	0.07%	253

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

AssuredPartners Investment Advisors's EMR Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its Emerson Electric (EMR) stake by 607% in Q2 2026, buying an estimated $1.29M and bringing the position to 10,701 shares worth $1.53M. The position accounts for 0.15% of the portfolio, ranked #152.

AssuredPartners Investment Advisors first reported a position in EMR in Q4 2024 and has held it in 6 quarters since. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

AssuredPartners Investment Advisors held 10,701 shares of Emerson Electric worth $1.53M as of Q2 2026.
AssuredPartners Investment Advisors bought 9,187 Emerson Electric shares in Q2 2026, an estimated $1.29M.
Emerson Electric made up 0.15% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #152 holding.
AssuredPartners Investment Advisors first reported a position in Emerson Electric in Q4 2024 and has held it in 6 quarters since.
2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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