Elevated Capital Advisors’s Emerson Electric EMR Stock Holding History

Elevated Capital 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	$203K	Sell	1,415 -1,408	-50%	-$198K	0.06%	246
2026 Q1	$370K	Sell	2,823 -6,850	-71%	-$985K	0.09%	204
2025 Q4	$1.28M	Hold	9,673	–	–	0.3%	82
2025 Q3	$1.27M	Sell	9,673 -1,436	-13%	-$196K	0.32%	79
2025 Q2	$1.22M	Hold	11,109	–	–	0.34%	72
2025 Q1	$1.22M	Sell	11,109 -158	-1%	-$19K	0.34%	72
2024 Q4	$1.4M	Buy	11,267 +2,371	+27%	+$288K	0.38%	56
2024 Q3	$973K	Buy	8,896 +1,028	+13%	+$111K	0.26%	108
2024 Q2	$867K	Buy	+7,868	New	+$870K	0.24%	111

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

Elevated Capital Advisors's EMR Position: Q2 2026 in Review

Elevated Capital Advisors reduced its Emerson Electric (EMR) stake by 50% in Q2 2026, selling an estimated $198K and leaving 1,415 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #246.

Elevated Capital Advisors first reported a position in EMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.4M in Q4 2024. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Elevated Capital Advisors held 1,415 shares of Emerson Electric worth $203K as of Q2 2026.
Elevated Capital Advisors sold 1,408 Emerson Electric shares in Q2 2026, an estimated $198K.
Emerson Electric made up 0.06% of Elevated Capital Advisors's portfolio in Q2 2026, its #246 holding.
Elevated Capital Advisors first reported a position in Emerson Electric in Q2 2024 and has held it in 9 quarters since.
Elevated Capital Advisors's Emerson Electric position peaked at $1.4M in Q4 2024.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.