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Catherine Avery Investment Management’s Emerson Electric EMR Stock Holding History

Catherine Avery Investment 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 		$107K Sell
750
-5
-0.7% -$704 0.05% 62
2026
Q1 		$98.9K Sell
755
-14
-2% -$2.01K 0.04% 57
2025
Q4 		$102K Hold
769
– – 0.06% 60
2025
Q3 		$101K Buy
769
+30
+4% +$4.09K 0.07% 57
2025
Q2 		$98.5K Sell
739
-89
-11% -$10.2K 0.07% 55
2025
Q1 		$90.8K Sell
828
-3,818
-82% -$460K 0.08% 54
2024
Q4 		$576K Buy
+4,646
New +$564K 0.51% 37

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

Catherine Avery Investment Management's EMR Position: Q2 2026 in Review

Catherine Avery Investment Management reduced its Emerson Electric (EMR) stake by 0.66% in Q2 2026, selling an estimated $704 and leaving 750 shares worth $107K. The position accounts for 0.05% of the portfolio, ranked #62.

Catherine Avery Investment Management first reported a position in EMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $576K in Q4 2024. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Catherine Avery Investment Management held 750 shares of Emerson Electric worth $107K as of Q2 2026.
  • Catherine Avery Investment Management sold 5 Emerson Electric shares in Q2 2026, an estimated $704.
  • Emerson Electric made up 0.05% of Catherine Avery Investment Management's portfolio in Q2 2026, its #62 holding.
  • Catherine Avery Investment Management first reported a position in Emerson Electric in Q4 2024 and has held it in 7 quarters since.
  • Catherine Avery Investment Management's Emerson Electric position peaked at $576K in Q4 2024.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.