Empowered Funds’s Emerson Electric EMR Stock Holding History

Empowered Funds’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	$8.42M	Sell	58,828 -25,697	-30%	-$3.62M	0.04%	480
2026 Q1	$11.1M	Buy	+84,525	New	+$12.2M	0.07%	343
2025 Q4	–	Sell	-20,857	Closed	-$2.74M	–	1268
2025 Q3	$2.74M	Sell	20,857 -31,346	-60%	-$4.27M	0.03%	758
2025 Q2	$6.96M	Buy	52,203 +17,042	+48%	+$1.96M	0.08%	336
2025 Q1	$3.86M	Sell	35,161 -4,838	-12%	-$583K	0.05%	465
2024 Q4	$4.96M	Sell	39,999 -1,398	-3%	-$170K	0.07%	378
2024 Q3	$4.53M	Sell	41,397 -2,384	-5%	-$257K	0.07%	392
2024 Q2	$4.82M	Sell	43,781 -82	-0.2%	-$9.07K	0.08%	320
2024 Q1	$4.97M	Buy	43,863 +36,987	+538%	+$3.8M	0.09%	310
2023 Q4	$669K	Buy	6,876 +1,145	+20%	+$105K	0.02%	916
2023 Q3	$553K	Buy	5,731 +754	+15%	+$71.8K	0.02%	885
2023 Q2	$450K	Buy	4,977 +1,643	+49%	+$138K	0.02%	850
2023 Q1	$291K	Buy	+3,334	New	+$291K	0.02%	454

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

Empowered Funds's EMR Position: Q2 2026 in Review

Empowered Funds reduced its Emerson Electric (EMR) stake by 30% in Q2 2026, selling an estimated $3.62M and leaving 58,828 shares worth $8.42M. The position accounts for 0.04% of the portfolio, ranked #480.

Empowered Funds first reported a position in EMR in Q1 2023 and has held it in 13 quarters since. The position peaked at $11.1M in Q1 2026. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Empowered Funds held 58,828 shares of Emerson Electric worth $8.42M as of Q2 2026.
Empowered Funds sold 25,697 Emerson Electric shares in Q2 2026, an estimated $3.62M.
Emerson Electric made up 0.04% of Empowered Funds's portfolio in Q2 2026, its #480 holding.
Empowered Funds first reported a position in Emerson Electric in Q1 2023 and has held it in 13 quarters since.
Empowered Funds's Emerson Electric position peaked at $11.1M in Q1 2026.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.