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Coastal Bridge Advisors’s Emerson Electric EMR Stock Holding History

Coastal Bridge 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 		$717K Sell
5,010
-61
-1% -$8.59K 0.04% 269
2026
Q1 		$664K Sell
5,071
-46
-0.9% -$6.62K 0.05% 272
2025
Q4 		$679K Buy
5,117
+12
+0.2% +$1.59K 0.05% 266
2025
Q3 		$670K Buy
5,105
+243
+5% +$33.1K 0.05% 257
2025
Q2 		$648K Sell
4,862
-19
-0.4% -$2.18K 0.05% 260
2025
Q1 		$535K Buy
4,881
+2,535
+108% +$306K 0.05% 272
2024
Q4 		$291K Hold
2,346
– – 0.07% 120
2024
Q3 		$257K Hold
2,346
– – 0.06% 138
2024
Q2 		$258K Buy
+2,346
New +$259K 0.06% 124
2022
Q2 		– Sell
-2,139
Closed -$210K – 170
2022
Q1 		$210K Buy
+2,139
New +$203K 0.05% 148

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 $3.38T AUM 44.17% 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

Coastal Bridge Advisors's EMR Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Emerson Electric (EMR) stake by 1.2% in Q2 2026, selling an estimated $8.59K and leaving 5,010 shares worth $717K. The position accounts for 0.04% of the portfolio, ranked #269.

Coastal Bridge Advisors first reported a position in EMR in Q1 2022 and has held it in 10 quarters since. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Coastal Bridge Advisors held 5,010 shares of Emerson Electric worth $717K as of Q2 2026.
  • Coastal Bridge Advisors sold 61 Emerson Electric shares in Q2 2026, an estimated $8.59K.
  • Emerson Electric made up 0.04% of Coastal Bridge Advisors's portfolio in Q2 2026, its #269 holding.
  • Coastal Bridge Advisors first reported a position in Emerson Electric in Q1 2022 and has held it in 10 quarters since.
  • 2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.