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Bell Investment Advisors’s Emerson Electric EMR Stock Holding History

Bell 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 		$197K Buy
1,378
+4
+0.3% +$563 0.03% 135
2026
Q1 		$180K Sell
1,374
-118
-8% -$17K 0.03% 128
2025
Q4 		$198K Buy
1,492
+112
+8% +$14.9K 0.03% 123
2025
Q3 		$181K Buy
1,380
+4
+0.3% +$545 0.03% 125
2025
Q2 		$183K Buy
1,376
+7
+0.5% +$803 0.03% 120
2025
Q1 		$150K Buy
1,369
+5
+0.4% +$603 0.03% 118
2024
Q4 		$169K Sell
1,364
-19
-1% -$2.3K 0.03% 116
2024
Q3 		$151K Buy
1,383
+5
+0.4% +$538 0.03% 117
2024
Q2 		$152K Buy
1,378
+11
+0.8% +$1.22K 0.03% 117
2024
Q1 		$155K Sell
1,367
-45
-3% -$4.62K 0.03% 111
2023
Q4 		$137K Sell
1,412
-30
-2% -$2.75K 0.03% 112
2023
Q3 		$139K Buy
1,442
+942
+188% +$89.7K 0.03% 104
2023
Q2 		$45.2K Buy
500
+92
+23% +$7.74K 0.01% 180
2023
Q1 		$35.6K Sell
408
-94
-19% -$8.21K 0.01% 207
2022
Q4 		$48.2K Buy
502
+93
+23% +$8.36K 0.01% 168
2022
Q3 		$30K Buy
409
+106
+35% +$8.8K 0.01% 190
2022
Q2 		$24K Buy
+303
New +$26.7K 0.01% 236
2021
Q4 		$29K Sell
309
-105
-25% -$9.89K 0.01% 233
2021
Q3 		$39K Buy
+414
New +$41.3K 0.01% 173

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

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

Bell Investment Advisors increased its Emerson Electric (EMR) stake by 0.29% in Q2 2026, buying an estimated $563 and bringing the position to 1,378 shares worth $197K. The position accounts for 0.03% of the portfolio, ranked #135.

Bell Investment Advisors first reported a position in EMR in Q3 2021 and has held it in 19 quarters since. The position peaked at $198K in Q4 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Bell Investment Advisors held 1,378 shares of Emerson Electric worth $197K as of Q2 2026.
  • Bell Investment Advisors bought 4 Emerson Electric shares in Q2 2026, an estimated $563.
  • Emerson Electric made up 0.03% of Bell Investment Advisors's portfolio in Q2 2026, its #135 holding.
  • Bell Investment Advisors first reported a position in Emerson Electric in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Emerson Electric position peaked at $198K in Q4 2025.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.