Avior Wealth Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $532K | Sell |
3,719
-953
| -20% | -$134K | 0.01% | 499 |
|
|
2026
Q1 | $612K | Buy |
4,672
+4
| +0.1% | +$575 | 0.02% | 477 |
|
|
2025
Q4 | $620K | Buy |
4,668
+1,349
| +41% | +$179K | 0.02% | 410 |
|
|
2025
Q3 | $435K | Buy |
3,319
+296
| +10% | +$40.4K | 0.01% | 479 |
|
|
2025
Q2 | $403K | Sell |
3,023
-1,257
| -29% | -$144K | 0.01% | 492 |
|
|
2025
Q1 | $469K | Buy |
4,280
+1,489
| +53% | +$180K | 0.02% | 423 |
|
|
2024
Q4 | $346K | Sell |
2,791
-133
| -5% | -$16.1K | 0.01% | 550 |
|
|
2024
Q3 | $320K | Sell |
2,924
-189
| -6% | -$20.3K | 0.01% | 567 |
|
|
2024
Q2 | $343K | Sell |
3,113
-181
| -5% | -$20K | 0.01% | 532 |
|
|
2024
Q1 | $374K | Buy |
3,294
+1,538
| +88% | +$158K | 0.02% | 525 |
|
|
2023
Q4 | $171K | Sell |
1,756
-502
| -22% | -$46K | 0.01% | 541 |
|
|
2023
Q3 | $218K | Sell |
2,258
-104
| -4% | -$9.9K | 0.01% | 504 |
|
|
2023
Q2 | $214K | Sell |
2,362
-3,284
| -58% | -$276K | 0.01% | 513 |
|
|
2023
Q1 | $492K | Buy |
5,646
+1,507
| +36% | +$132K | 0.03% | 349 |
|
|
2022
Q4 | $398K | Hold |
4,139
| – | – | 0.03% | 353 |
|
|
2022
Q3 | $302K | Sell |
4,139
-210
| -5% | -$17.4K | 0.03% | 382 |
|
|
2022
Q2 | $345K | Hold |
4,349
| – | – | 0.03% | 330 |
|
|
2022
Q1 | $425K | Hold |
4,349
| – | – | 0.04% | 328 |
|
|
2021
Q4 | $404K | Hold |
4,349
| – | – | 0.03% | 357 |
|
|
2021
Q3 | $408K | Sell |
4,349
-292
| -6% | -$29.1K | 0.03% | 345 |
|
|
2021
Q2 | $445K | Buy |
4,641
+75
| +2% | +$7.05K | 0.04% | 319 |
|
|
2021
Q1 | $411K | Buy |
4,566
+1,430
| +46% | +$123K | 0.04% | 321 |
|
|
2020
Q4 | $251K | Buy |
3,136
+1,399
| +81% | +$104K | 0.03% | 359 |
|
|
2020
Q3 | $113K | Buy |
1,737
+532
| +44% | +$35K | 0.02% | 434 |
|
|
2020
Q2 | $74K | Hold |
1,205
| – | – | 0.01% | 465 |
|
|
2020
Q1 | $57K | Buy |
1,205
+227
| +23% | +$14.9K | 0.01% | 446 |
|
|
2019
Q4 | $71K | Sell |
978
-280
| -22% | -$20.2K | 0.01% | 449 |
|
|
2019
Q3 | $82K | Buy |
1,258
+203
| +19% | +$12.8K | 0.01% | 427 |
|
|
2019
Q2 | $68K | Buy |
1,055
+20
| +2% | +$1.34K | 0.01% | 433 |
|
|
2019
Q1 | $68K | Hold |
1,035
| – | – | 0.01% | 416 |
|
|
2018
Q4 | $60K | Buy |
1,035
+77
| +8% | +$5.19K | 0.01% | 459 |
|
|
2018
Q3 | $70K | Hold |
958
| – | – | 0.01% | 463 |
|
|
2018
Q2 | $64K | Sell |
958
-13
| -1% | -$914 | 0.01% | 470 |
|
|
2018
Q1 | $64K | Hold |
971
| – | – | 0.01% | 470 |
|
|
2017
Q4 | $65K | Buy |
971
+13
| +1% | +$842 | 0.01% | 465 |
|
|
2017
Q3 | $59K | Hold |
958
| – | – | 0.02% | 202 |
|
|
2017
Q2 | $56K | Hold |
958
| – | – | 0.02% | 185 |
|
|
2017
Q1 | $56K | Sell |
958
-41
| -4% | -$2.45K | 0.02% | 222 |
|
|
2016
Q4 | $55K | Buy |
999
+91
| +10% | +$4.89K | 0.02% | 206 |
|
|
2016
Q3 | $49K | Buy |
908
+35
| +4% | +$1.88K | 0.02% | 229 |
|
|
2016
Q2 | $46K | Buy |
873
+143
| +20% | +$7.6K | 0.02% | 216 |
|
|
2016
Q1 | $40K | Hold |
730
| – | – | 0.02% | 226 |
|
|
2015
Q4 | $35K | Hold |
730
| – | – | 0.02% | 202 |
|
|
2015
Q3 | $32K | Buy |
+730
| New | +$35.9K | 0.02% | 195 |
|
Other funds holding EMR
Avior Wealth Management's EMR Position: Q2 2026 in Review
Avior Wealth Management reduced its Emerson Electric (EMR) stake by 20% in Q2 2026, selling an estimated $134K and leaving 3,719 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #499.
Avior Wealth Management first reported a position in EMR in Q3 2015 and has held it in 44 quarters since. The position peaked at $620K in Q4 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.
- Avior Wealth Management held 3,719 shares of Emerson Electric worth $532K as of Q2 2026.
- Avior Wealth Management sold 953 Emerson Electric shares in Q2 2026, an estimated $134K.
- Emerson Electric made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #499 holding.
- Avior Wealth Management first reported a position in Emerson Electric in Q3 2015 and has held it in 44 quarters since.
- Avior Wealth Management's Emerson Electric position peaked at $620K in Q4 2025.
- 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.