CFO
EMR icon

Callan Family Office’s Emerson Electric EMR Stock Holding History

Callan Family Office’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 		$3.07M Sell
21,453
-2,568
-11% -$361K 0.06% 285
2026
Q1 		$3.15M Sell
24,021
-1,579
-6% -$227K 0.07% 263
2025
Q4 		$3.4M Buy
25,600
+10,968
+75% +$1.46M 0.07% 245
2025
Q3 		$1.92M Sell
14,632
-1,701
-10% -$232K 0.06% 273
2025
Q2 		$2.18M Buy
16,333
+9,333
+133% +$1.07M 0.07% 262
2025
Q1 		$767K Sell
7,000
-1,549
-18% -$187K 0.06% 247
2024
Q4 		$1.06M Buy
8,549
+5,092
+147% +$618K 0.07% 241
2024
Q3 		$378K Buy
3,457
+666
+24% +$71.7K 0.06% 122
2024
Q2 		$307K Buy
2,791
+291
+12% +$32.2K 0.06% 117
2024
Q1 		$284K Sell
2,500
-29
-1% -$2.98K 0.07% 79
2023
Q4 		$246K Sell
2,529
-187
-7% -$17.1K 0.06% 89
2023
Q3 		$262K Sell
2,716
-1,339
-33% -$128K 0.07% 77
2023
Q2 		$367K Sell
4,055
-45
-1% -$3.79K 0.1% 77
2023
Q1 		$357K Buy
4,100
+45
+1% +$3.93K 0.09% 120
2022
Q4 		$390K Buy
+4,055
New +$365K 0.13% 67

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 $3.38T AUM 44.17% 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

Callan Family Office's EMR Position: Q2 2026 in Review

Callan Family Office reduced its Emerson Electric (EMR) stake by 11% in Q2 2026, selling an estimated $361K and leaving 21,453 shares worth $3.07M. The position accounts for 0.06% of the portfolio, ranked #285.

Callan Family Office first reported a position in EMR in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.4M in Q4 2025. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Callan Family Office held 21,453 shares of Emerson Electric worth $3.07M as of Q2 2026.
  • Callan Family Office sold 2,568 Emerson Electric shares in Q2 2026, an estimated $361K.
  • Emerson Electric made up 0.06% of Callan Family Office's portfolio in Q2 2026, its #285 holding.
  • Callan Family Office first reported a position in Emerson Electric in Q4 2022 and has held it in 15 quarters since.
  • Callan Family Office's Emerson Electric position peaked at $3.4M in Q4 2025.
  • 2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.