Crescent Grove Advisors’s Emerson Electric EMR Stock Holding History

Crescent Grove 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	$218K	Buy	+1,520	New	+$214K	0.02%	280
2026 Q1	–	Sell	-1,516	Closed	-$201K	–	311
2025 Q4	$201K	Buy	+1,516	New	+$201K	0.02%	290
2025 Q3	–	Sell	-1,513	Closed	-$202K	–	298
2025 Q2	$202K	Buy	+1,513	New	+$174K	0.02%	276
2024 Q2	–	Sell	-4,805	Closed	-$545K	–	286
2024 Q1	$545K	Buy	4,805 +2	+0%	+$205	0.06%	172
2023 Q4	$467K	Sell	4,803 -298	-6%	-$27.3K	0.05%	181
2023 Q3	$493K	Buy	5,101 +16	+0.3%	+$1.52K	0.06%	174
2023 Q2	$460K	Sell	5,085 -12	-0.2%	-$1.01K	0.05%	179
2023 Q1	$444K	Sell	5,097 -384	-7%	-$33.6K	0.05%	184
2022 Q4	$526K	Buy	5,481 +702	+15%	+$63.1K	0.05%	169
2022 Q3	$350K	Buy	4,779 +2	+0%	+$166	0.04%	193
2022 Q2	$380K	Buy	4,777 +2	+0%	+$176	0.04%	185
2022 Q1	$468K	Sell	4,775 -1,127	-19%	-$107K	0.05%	175
2021 Q4	$549K	Buy	+5,902	New	+$556K	0.05%	159

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Crescent Grove Advisors's EMR Position: Q2 2026 in Review

Crescent Grove Advisors opened a new position in Emerson Electric (EMR) in Q2 2026: 1,520 shares worth $218K. The stake represents 0.02% of the portfolio and ranks #280 among its holdings. This is a return to the name: Crescent Grove Advisors previously reported a position in EMR as recently as Q4 2025.

Crescent Grove Advisors first reported a position in EMR in Q4 2021 and has held it in 13 quarters since. The position peaked at $549K in Q4 2021. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Crescent Grove Advisors held 1,520 shares of Emerson Electric worth $218K as of Q2 2026.
Emerson Electric was a new Crescent Grove Advisors position in Q2 2026.
Emerson Electric made up 0.02% of Crescent Grove Advisors's portfolio in Q2 2026, its #280 holding.
Crescent Grove Advisors first reported a position in Emerson Electric in Q4 2021 and has held it in 13 quarters since.
Crescent Grove Advisors's Emerson Electric position peaked at $549K in Q4 2021.
2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Crescent Grove Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.