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Beacon Pointe Advisors’s Emerson Electric EMR Stock Holding History

Beacon Pointe 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 		$15.3M Buy
106,638
+6,649
+7% +$936K 0.07% 248
2026
Q1 		$13.1M Buy
99,989
+9,248
+10% +$1.33M 0.07% 258
2025
Q4 		$12M Buy
90,741
+3,656
+4% +$485K 0.08% 217
2025
Q3 		$11.4M Buy
87,085
+4,395
+5% +$599K 0.1% 199
2025
Q2 		$11M Sell
82,690
-80
-0.1% -$9.18K 0.12% 162
2025
Q1 		$9.07M Sell
82,770
-1,304
-2% -$157K 0.1% 186
2024
Q4 		$10.4M Buy
84,074
+2,134
+3% +$259K 0.12% 166
2024
Q3 		$8.96M Buy
81,940
+2,989
+4% +$322K 0.1% 174
2024
Q2 		$8.7M Buy
78,951
+1,308
+2% +$145K 0.1% 181
2024
Q1 		$8.81M Buy
77,643
+7,089
+10% +$728K 0.1% 189
2023
Q4 		$6.87M Buy
70,554
+15,581
+28% +$1.43M 0.08% 220
2023
Q3 		$5.31M Buy
54,973
+8,974
+20% +$855K 0.07% 252
2023
Q2 		$4.16M Buy
45,999
+3,100
+7% +$261K 0.07% 240
2023
Q1 		$3.74M Buy
42,899
+1,323
+3% +$116K 0.06% 267
2022
Q4 		$3.99M Buy
41,576
+68
+0.2% +$6.11K 0.08% 232
2022
Q3 		$3.04M Sell
41,508
-284
-0.7% -$23.6K 0.07% 235
2022
Q2 		$3.32M Sell
41,792
-20,806
-33% -$1.83M 0.07% 241
2022
Q1 		$6.14M Buy
62,598
+49,060
+362% +$4.64M 0.08% 222
2021
Q4 		$1.26M Sell
13,538
-16,964
-56% -$1.6M 0.03% 332
2021
Q3 		$2.87M Buy
30,502
+18,394
+152% +$1.84M 0.07% 233
2021
Q2 		$1.17M Buy
12,108
+9,713
+406% +$913K 0.04% 309
2021
Q1 		$215K Buy
+2,395
New +$206K 0.01% 481

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

Beacon Pointe Advisors's EMR Position: Q2 2026 in Review

Beacon Pointe Advisors increased its Emerson Electric (EMR) stake by 6.6% in Q2 2026, buying an estimated $936K and bringing the position to 106,638 shares worth $15.3M. The position accounts for 0.07% of the portfolio, ranked #248.

Beacon Pointe Advisors first reported a position in EMR in Q1 2021 and has held it in 22 quarters since. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Beacon Pointe Advisors held 106,638 shares of Emerson Electric worth $15.3M as of Q2 2026.
  • Beacon Pointe Advisors bought 6,649 Emerson Electric shares in Q2 2026, an estimated $936K.
  • Emerson Electric made up 0.07% of Beacon Pointe Advisors's portfolio in Q2 2026, its #248 holding.
  • Beacon Pointe Advisors first reported a position in Emerson Electric in Q1 2021 and has held it in 22 quarters since.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.