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Avion Wealth’s Emerson Electric EMR Stock Holding History

Avion Wealth’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 		$17K Buy
122
+19
+18% +$2.67K ﹤0.01% 425
2026
Q1 		$13K Buy
103
+20
+24% +$2.88K ﹤0.01% 417
2025
Q4 		$11K Sell
83
-5
-6% -$663 ﹤0.01% 461
2025
Q3 		$11K Hold
88
– – ﹤0.01% 453
2025
Q2 		$11K Buy
88
+28
+47% +$3.21K ﹤0.01% 439
2025
Q1 		$7K Hold
60
– – ﹤0.01% 463
2024
Q4 		$7K Buy
60
+12
+25% +$1.46K ﹤0.01% 462
2024
Q3 		$5K Sell
48
-3
-6% -$323 ﹤0.01% 516
2024
Q2 		$5K Buy
51
+18
+55% +$1.99K ﹤0.01% 457
2024
Q1 		$4K Buy
33
+15
+83% +$1.54K ﹤0.01% 498
2023
Q4 		$2K Sell
18
-16
-47% -$1.47K ﹤0.01% 554
2023
Q3 		$2K Buy
34
+10
+42% +$952 ﹤0.01% 471
2023
Q2 		$1K Buy
+24
New +$2.02K ﹤0.01% 563

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

Avion Wealth's EMR Position: Q2 2026 in Review

Avion Wealth increased its Emerson Electric (EMR) stake by 18% in Q2 2026, buying an estimated $2.67K and bringing the position to 122 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #425.

Avion Wealth first reported a position in EMR in Q2 2023 and has held it in 13 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Avion Wealth held 122 shares of Emerson Electric worth $17K as of Q2 2026.
  • Avion Wealth bought 19 Emerson Electric shares in Q2 2026, an estimated $2.67K.
  • Emerson Electric made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #425 holding.
  • Avion Wealth first reported a position in Emerson Electric in Q2 2023 and has held it in 13 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.