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CarsonAllaria Wealth Management’s Emerson Electric EMR Stock Holding History

CarsonAllaria Wealth Management’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 		– Sell
-1,560
Closed -$204K – 74
2026
Q1 		$204K Sell
1,560
-1,007
-39% -$145K 0.1% 67
2025
Q4 		$341K Buy
2,567
+3
+0.1% +$398 0.17% 44
2025
Q3 		$336K Buy
2,564
+3
+0.1% +$409 0.17% 47
2025
Q2 		$342K Buy
2,561
+10
+0.4% +$1.15K 0.18% 42
2025
Q1 		$280K Sell
2,551
-35
-1% -$4.22K 0.16% 52
2024
Q4 		$321K Buy
2,586
+10
+0.4% +$1.21K 0.18% 46
2024
Q3 		$282K Buy
2,576
+168
+7% +$18.1K 0.16% 50
2024
Q2 		$265K Sell
2,408
-41
-2% -$4.53K 0.16% 52
2024
Q1 		$278K Sell
2,449
-213
-8% -$21.9K 0.17% 49
2023
Q4 		$259K Buy
2,662
+4
+0.2% +$366 0.19% 53
2023
Q3 		$257K Hold
2,658
– – 0.21% 53
2023
Q2 		$240K Buy
2,658
+6
+0.2% +$505 0.19% 57
2023
Q1 		$231K Buy
2,652
+199
+8% +$17.4K 0.19% 59
2022
Q4 		$236K Buy
2,453
+4
+0.2% +$360 0.21% 58
2022
Q3 		$179K Buy
2,449
+5
+0.2% +$415 0.17% 67
2022
Q2 		$194K Buy
2,444
+4
+0.2% +$353 0.18% 65
2022
Q1 		$239K Buy
2,440
+5
+0.2% +$473 0.21% 58
2021
Q4 		$226K Buy
+2,435
New +$229K 0.2% 58

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

CarsonAllaria Wealth Management's EMR Position: Q2 2026 in Review

CarsonAllaria Wealth Management sold out of Emerson Electric (EMR) in Q2 2026, closing a stake of 1,560 shares — an estimated $204K sold.

CarsonAllaria Wealth Management first reported a position in EMR in Q4 2021 and held it in 18 quarters. The position peaked at $342K in Q2 2025. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • CarsonAllaria Wealth Management reported no remaining Emerson Electric position as of Q2 2026 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 1,560 Emerson Electric shares in Q2 2026, an estimated $204K.
  • CarsonAllaria Wealth Management first reported a position in Emerson Electric in Q4 2021 and held it in 18 quarters.
  • CarsonAllaria Wealth Management's Emerson Electric position peaked at $342K in Q2 2025.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.