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Cape Investment Advisory’s Emerson Electric EMR Stock Holding History

Cape Investment Advisory’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 		$18.5K Buy
+129
New +$18.2K ﹤0.01% 714
2026
Q1 		– Sell
-182
Closed -$24.1K – 485
2025
Q4 		$24.1K Buy
182
+141
+344% +$18.7K 0.01% 573
2025
Q3 		$5.38K Sell
41
-204
-83% -$27.8K 0.01% 505
2025
Q2 		$32.7K Hold
245
– – 0.01% 428
2025
Q1 		$26.8K Sell
245
-80
-25% -$9.64K 0.01% 429
2024
Q4 		$40.2K Buy
325
+12
+4% +$1.46K 0.02% 355
2024
Q3 		$34.2K Buy
313
+42
+15% +$4.52K 0.01% 372
2024
Q2 		$29.9K Hold
271
– – 0.01% 373
2024
Q1 		$30.7K Sell
271
-44
-14% -$4.52K 0.01% 378
2023
Q4 		$30.7K Buy
315
+188
+148% +$17.2K 0.02% 448
2023
Q3 		$12.3K Hold
127
– – 0.01% 525
2023
Q2 		$11.4K Buy
127
+24
+23% +$2.02K 0.01% 532
2023
Q1 		$8.97K Buy
+103
New +$9K 0.01% 562

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

Cape Investment Advisory's EMR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Emerson Electric (EMR) in Q2 2026: 129 shares worth $18.5K. The stake represents ﹤0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in EMR as recently as Q4 2025.

Cape Investment Advisory first reported a position in EMR in Q1 2023 and has held it in 13 quarters since. The position peaked at $40.2K in Q4 2024. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Cape Investment Advisory held 129 shares of Emerson Electric worth $18.5K as of Q2 2026.
  • Emerson Electric was a new Cape Investment Advisory position in Q2 2026.
  • Emerson Electric made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #714 holding.
  • Cape Investment Advisory first reported a position in Emerson Electric in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Emerson Electric position peaked at $40.2K in Q4 2024.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.