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Enclave Advisors’s Emerson Electric EMR Stock Holding History

Enclave 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 		$256K Sell
1,789
-7
-0.4% -$985 0.03% 120
2026
Q1 		$235K Hold
1,796
– – 0.03% 121
2025
Q4 		$238K Sell
1,796
-206
-10% -$27.3K 0.03% 116
2025
Q3 		$263K Hold
2,002
– – 0.04% 109
2025
Q2 		$267K Sell
2,002
-48
-2% -$5.51K 0.04% 103
2025
Q1 		$225K Sell
2,050
-2
-0.1% -$241 0.04% 107
2024
Q4 		$254K Sell
2,052
-3
-0.1% -$364 0.04% 108
2024
Q3 		$225K Buy
+2,055
New +$221K 0.04% 113

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 $3.37T AUM 44.26% 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

Enclave Advisors's EMR Position: Q2 2026 in Review

Enclave Advisors reduced its Emerson Electric (EMR) stake by 0.39% in Q2 2026, selling an estimated $985 and leaving 1,789 shares worth $256K. The position accounts for 0.03% of the portfolio, ranked #120.

Enclave Advisors first reported a position in EMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $267K in Q2 2025. 2,285 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Enclave Advisors held 1,789 shares of Emerson Electric worth $256K as of Q2 2026.
  • Enclave Advisors sold 7 Emerson Electric shares in Q2 2026, an estimated $985.
  • Emerson Electric made up 0.03% of Enclave Advisors's portfolio in Q2 2026, its #120 holding.
  • Enclave Advisors first reported a position in Emerson Electric in Q3 2024 and has held it in 8 quarters since.
  • Enclave Advisors's Emerson Electric position peaked at $267K in Q2 2025.
  • 2,285 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Enclave Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.