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Ethos Financial Group’s Emerson Electric EMR Stock Holding History

Ethos Financial Group’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 		$245K Sell
1,682
-80
-5% -$11.3K 0.02% 518
2026
Q1 		$231K Buy
1,762
+169
+11% +$24.3K 0.02% 459
2025
Q4 		$211K Sell
1,593
-173
-10% -$22.9K 0.02% 464
2025
Q3 		$232K Sell
1,766
-150
-8% -$20.5K 0.02% 411
2025
Q2 		$255K Buy
1,916
+239
+14% +$27.4K 0.02% 374
2025
Q1 		$208K Hold
1,677
– – 0.02% 381
2024
Q4 		$208K Buy
+1,677
New +$203K 0.03% 277

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

Ethos Financial Group's EMR Position: Q2 2026 in Review

Ethos Financial Group reduced its Emerson Electric (EMR) stake by 4.5% in Q2 2026, selling an estimated $11.3K and leaving 1,682 shares worth $245K. The position accounts for 0.02% of the portfolio, ranked #518.

Ethos Financial Group first reported a position in EMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $255K in Q2 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Ethos Financial Group held 1,682 shares of Emerson Electric worth $245K as of Q2 2026.
  • Ethos Financial Group sold 80 Emerson Electric shares in Q2 2026, an estimated $11.3K.
  • Emerson Electric made up 0.02% of Ethos Financial Group's portfolio in Q2 2026, its #518 holding.
  • Ethos Financial Group first reported a position in Emerson Electric in Q4 2024 and has held it in 7 quarters since.
  • Ethos Financial Group's Emerson Electric position peaked at $255K in Q2 2025.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.