AWE
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Avidian Wealth Enterprises’s Emerson Electric EMR Stock Holding History

Avidian Wealth Enterprises’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 		$2.12M Buy
14,787
+1,148
+8% +$162K 0.06% 203
2026
Q1 		$1.79M Buy
13,639
+10,273
+305% +$1.48M 0.06% 211
2025
Q4 		$447K Buy
3,366
+151
+5% +$20K 0.02% 399
2025
Q3 		$422K Buy
3,215
+136
+4% +$18.5K 0.02% 404
2025
Q2 		$410K Sell
3,079
-697
-18% -$80K 0.02% 380
2025
Q1 		$414K Buy
3,776
+461
+14% +$55.6K 0.02% 350
2024
Q4 		$411K Buy
3,315
+204
+7% +$24.7K 0.02% 338
2024
Q3 		$340K Buy
+3,111
New +$335K 0.02% 372

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

Avidian Wealth Enterprises's EMR Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Emerson Electric (EMR) stake by 8.4% in Q2 2026, buying an estimated $162K and bringing the position to 14,787 shares worth $2.12M. The position accounts for 0.06% of the portfolio, ranked #203.

Avidian Wealth Enterprises first reported a position in EMR in Q3 2024 and has held it in 8 quarters since. 2,285 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Avidian Wealth Enterprises held 14,787 shares of Emerson Electric worth $2.12M as of Q2 2026.
  • Avidian Wealth Enterprises bought 1,148 Emerson Electric shares in Q2 2026, an estimated $162K.
  • Emerson Electric made up 0.06% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #203 holding.
  • Avidian Wealth Enterprises first reported a position in Emerson Electric in Q3 2024 and has held it in 8 quarters since.
  • 2,285 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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