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Cerro Pacific Wealth Advisors’s Emerson Electric EMR Stock Holding History

Cerro Pacific Wealth Advisors’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 		$687K Sell
4,797
-176
-4% -$24.8K 0.16% 93
2026
Q1 		$652K Sell
4,973
-357
-7% -$51.3K 0.17% 91
2025
Q4 		$707K Sell
5,330
-153
-3% -$20.3K 0.19% 84
2025
Q3 		$719K Sell
5,483
-308
-5% -$42K 0.2% 82
2025
Q2 		$772K Buy
5,791
+151
+3% +$17.3K 0.21% 85
2025
Q1 		$699K Sell
5,640
-78
-1% -$9.4K 0.23% 83
2024
Q4 		$625K Buy
5,718
+428
+8% +$51.9K 0.21% 94
2024
Q3 		$583K Hold
5,290
– – 0.22% 91
2024
Q2 		$583K Buy
+5,290
New +$585K 0.22% 92
2023
Q1 		$407K Sell
4,674
-92
-2% -$8.04K 0.23% 102
2022
Q4 		$458K Sell
4,766
-18
-0.4% -$1.62K 0.24% 95
2022
Q3 		$350K Buy
4,784
+237
+5% +$19.7K 0.21% 115
2022
Q2 		$362K Sell
4,547
-883
-16% -$77.8K 0.23% 111
2022
Q1 		$532K Buy
5,430
+257
+5% +$24.3K 0.33% 90
2021
Q4 		$481K Sell
5,173
-401
-7% -$37.8K 0.3% 91
2021
Q3 		$525K Sell
5,574
-2,075
-27% -$207K 0.38% 90
2021
Q2 		$736K Buy
+7,649
New +$719K 0.55% 57
2020
Q4 		$899K Buy
+11,184
New +$832K 0.54% 57

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

Cerro Pacific Wealth Advisors's EMR Position: Q2 2026 in Review

Cerro Pacific Wealth Advisors reduced its Emerson Electric (EMR) stake by 3.5% in Q2 2026, selling an estimated $24.8K and leaving 4,797 shares worth $687K. The position accounts for 0.16% of the portfolio, ranked #93.

Cerro Pacific Wealth Advisors first reported a position in EMR in Q4 2020 and has held it in 18 quarters since. The position peaked at $899K in Q4 2020. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Cerro Pacific Wealth Advisors held 4,797 shares of Emerson Electric worth $687K as of Q2 2026.
  • Cerro Pacific Wealth Advisors sold 176 Emerson Electric shares in Q2 2026, an estimated $24.8K.
  • Emerson Electric made up 0.16% of Cerro Pacific Wealth Advisors's portfolio in Q2 2026, its #93 holding.
  • Cerro Pacific Wealth Advisors first reported a position in Emerson Electric in Q4 2020 and has held it in 18 quarters since.
  • Cerro Pacific Wealth Advisors's Emerson Electric position peaked at $899K in Q4 2020.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Cerro Pacific Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.