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Carson Advisory’s Emerson Electric EMR Stock Holding History

Carson 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 		$243K Buy
1,697
+2
+0.1% +$282 0.11% 177
2026
Q1 		$222K Buy
1,695
+3
+0.2% +$431 0.12% 172
2025
Q4 		$225K Buy
1,692
+15
+0.9% +$1.99K 0.12% 170
2025
Q3 		$220K Buy
1,677
+1
+0.1% +$136 0.12% 164
2025
Q2 		$223K Buy
+1,676
New +$192K 0.14% 155
2025
Q1 		– Sell
-1,698
Closed -$210K – 167
2024
Q4 		$210K Buy
+1,698
New +$206K 0.15% 149

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

Carson Advisory's EMR Position: Q2 2026 in Review

Carson Advisory increased its Emerson Electric (EMR) stake by 0.12% in Q2 2026, buying an estimated $282 and bringing the position to 1,697 shares worth $243K. The position accounts for 0.11% of the portfolio, ranked #177.

Carson Advisory first reported a position in EMR in Q4 2024 and has held it in 6 quarters since. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Carson Advisory held 1,697 shares of Emerson Electric worth $243K as of Q2 2026.
  • Carson Advisory bought 2 Emerson Electric shares in Q2 2026, an estimated $282.
  • Emerson Electric made up 0.11% of Carson Advisory's portfolio in Q2 2026, its #177 holding.
  • Carson Advisory first reported a position in Emerson Electric in Q4 2024 and has held it in 6 quarters since.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.