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EP Wealth Advisors’s Emerson Electric EMR Stock Holding History

EP Wealth 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 		$5.87M Buy
41,031
+5,711
+16% +$804K 0.02% 353
2026
Q1 		$4.63M Sell
35,320
-952
-3% -$137K 0.02% 326
2025
Q4 		$4.81M Buy
+36,272
New +$4.81M 0.03% 286
2025
Q2 		$4.49M Buy
33,663
+8,002
+31% +$918K 0.03% 282
2025
Q1 		$2.81M Sell
25,661
-271
-1% -$32.7K 0.02% 309
2024
Q4 		$3.21M Sell
25,932
-11,439
-31% -$1.39M 0.03% 276
2024
Q3 		$4.09M Buy
37,371
+16,388
+78% +$1.76M 0.04% 243
2024
Q2 		$2.31M Buy
20,983
+14,009
+201% +$1.55M 0.02% 257
2024
Q1 		$791K Sell
6,974
-17
-0.2% -$1.75K 0.01% 422
2023
Q4 		$680K Buy
6,991
+1,415
+25% +$130K 0.01% 436
2023
Q3 		$538K Sell
5,576
-4,289
-43% -$408K 0.01% 446
2023
Q2 		$507K Sell
9,865
-3,998
-29% -$336K 0.01% 459
2023
Q1 		$1.2M Buy
13,863
+5,664
+69% +$495K 0.02% 286
2022
Q4 		$788K Buy
+8,199
New +$737K 0.01% 321
2022
Q3 		– Sell
-7,313
Closed -$582K – 419
2022
Q2 		$582K Buy
7,313
+2,991
+69% +$264K 0.01% 341
2022
Q1 		$424K Sell
4,322
-1,055
-20% -$99.9K 0.01% 413
2021
Q4 		$500K Buy
5,377
+330
+7% +$31.1K 0.01% 352
2021
Q3 		$475K Buy
5,047
+1,617
+47% +$161K 0.01% 341
2021
Q2 		$330K Buy
3,430
+558
+19% +$52.5K 0.01% 424
2021
Q1 		$259K Buy
+2,872
New +$247K 0.01% 429
2020
Q1 		– Sell
-2,905
Closed -$222K – 392
2019
Q4 		$222K Sell
2,905
-160
-5% -$11.5K 0.01% 375
2019
Q3 		$205K Sell
3,065
-1,122
-27% -$70.5K 0.01% 341
2019
Q2 		$279K Sell
4,187
-633
-13% -$42.4K 0.02% 247
2019
Q1 		$330K Buy
+4,820
New +$317K 0.03% 197
2018
Q4 		– Sell
-3,259
Closed -$250K – 274
2018
Q3 		$250K Buy
+3,259
New +$240K 0.02% 241

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

EP Wealth Advisors's EMR Position: Q2 2026 in Review

EP Wealth Advisors increased its Emerson Electric (EMR) stake by 16% in Q2 2026, buying an estimated $804K and bringing the position to 41,031 shares worth $5.87M. The position accounts for 0.02% of the portfolio, ranked #353.

EP Wealth Advisors first reported a position in EMR in Q3 2018 and has held it in 25 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • EP Wealth Advisors held 41,031 shares of Emerson Electric worth $5.87M as of Q2 2026.
  • EP Wealth Advisors bought 5,711 Emerson Electric shares in Q2 2026, an estimated $804K.
  • Emerson Electric made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #353 holding.
  • EP Wealth Advisors first reported a position in Emerson Electric in Q3 2018 and has held it in 25 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.