Diversify Advisory Services’s Emerson Electric EMR Stock Holding History

Diversify Advisory Services’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	$7.6M	Buy	+50,913	New	+$7.17M	0.13%	169
2026 Q1	–	Sell	-13,216	Closed	-$1.98M	–	410
2025 Q4	$1.98M	Sell	13,216 -95	-0.7%	-$12.6K	0.06%	229
2025 Q3	$1.86M	Buy	13,311 +1,028	+8%	+$140K	0.06%	218
2025 Q2	$1.63M	Buy	12,283 +3,719	+43%	+$427K	0.06%	219
2025 Q1	$900K	Buy	+8,564	New	+$1.03M	0.06%	236
2024 Q4	–	Sell	-2,079	Closed	-$228K	–	639
2024 Q3	$228K	Sell	2,079 -2,173	-51%	-$234K	0.01%	576
2024 Q2	$466K	Sell	4,252 -925	-18%	-$102K	0.03%	393
2024 Q1	$588K	Buy	+5,177	New	+$532K	0.03%	380

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 $3.37T AUM 44.26% 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

Diversify Advisory Services's EMR Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Emerson Electric (EMR) in Q2 2026: 50,913 shares worth $7.6M. The stake represents 0.13% of the portfolio and ranks #169 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in EMR as recently as Q4 2025.

Diversify Advisory Services first reported a position in EMR in Q1 2024 and has held it in 8 quarters since. 2,285 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Diversify Advisory Services held 50,913 shares of Emerson Electric worth $7.6M as of Q2 2026.
Emerson Electric was a new Diversify Advisory Services position in Q2 2026.
Emerson Electric made up 0.13% of Diversify Advisory Services's portfolio in Q2 2026, its #169 holding.
Diversify Advisory Services first reported a position in Emerson Electric in Q1 2024 and has held it in 8 quarters since.
2,285 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.