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Concurrent Investment Advisors’s Emerson Electric EMR Stock Holding History

Concurrent Investment 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 		$9.55M Buy
66,724
+11,802
+21% +$1.66M 0.08% 268
2026
Q1 		$7.2M Buy
54,922
+340
+0.6% +$48.9K 0.08% 275
2025
Q4 		$7.24M Buy
54,582
+4,088
+8% +$542K 0.08% 257
2025
Q3 		$6.62M Buy
50,494
+211
+0.4% +$28.8K 0.11% 189
2025
Q2 		$6.7M Buy
50,283
+154
+0.3% +$17.7K 0.13% 175
2025
Q1 		$5.5M Buy
50,129
+2,115
+4% +$255K 0.13% 167
2024
Q4 		$5.95M Buy
48,014
+6,101
+15% +$740K 0.16% 134
2024
Q3 		$4.58M Buy
41,913
+963
+2% +$104K 0.14% 161
2024
Q2 		$4.51M Buy
40,950
+11,533
+39% +$1.28M 0.15% 150
2024
Q1 		$3.34M Sell
29,417
-3,207
-10% -$329K 0.13% 167
2023
Q4 		$3.18M Buy
+32,624
New +$2.99M 0.15% 151

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

Concurrent Investment Advisors's EMR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Emerson Electric (EMR) stake by 21% in Q2 2026, buying an estimated $1.66M and bringing the position to 66,724 shares worth $9.55M. The position accounts for 0.08% of the portfolio, ranked #268.

Concurrent Investment Advisors first reported a position in EMR in Q4 2023 and has held it in 11 quarters since. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Concurrent Investment Advisors held 66,724 shares of Emerson Electric worth $9.55M as of Q2 2026.
  • Concurrent Investment Advisors bought 11,802 Emerson Electric shares in Q2 2026, an estimated $1.66M.
  • Emerson Electric made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #268 holding.
  • Concurrent Investment Advisors first reported a position in Emerson Electric in Q4 2023 and has held it in 11 quarters since.
  • 2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.