Everpar Advisors’s Emerson Electric EMR Stock Holding History

Everpar 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	$210K	Buy	+1,464	New	+$206K	0.06%	295
2025 Q4	–	Sell	-2,659	Closed	-$349K	–	281
2025 Q3	$349K	Buy	2,659 +9	+0.3%	+$1.23K	0.14%	172
2025 Q2	$353K	Sell	2,650 -234	-8%	-$26.8K	0.16%	170
2025 Q1	$316K	Buy	2,884 +317	+12%	+$38.2K	0.17%	173
2024 Q4	$318K	Buy	2,567 +48	+2%	+$5.82K	0.16%	173
2024 Q3	$276K	Sell	2,519 -116	-4%	-$12.5K	0.14%	200
2024 Q2	$290K	Buy	2,635 +124	+5%	+$13.7K	0.15%	197
2024 Q1	$285K	Buy	2,511 +63	+3%	+$6.47K	0.17%	184
2023 Q4	$238K	Buy	+2,448	New	+$224K	0.11%	249

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

Everpar Advisors's EMR Position: Q2 2026 in Review

Everpar Advisors opened a new position in Emerson Electric (EMR) in Q2 2026: 1,464 shares worth $210K. The stake represents 0.06% of the portfolio and ranks #295 among its holdings. This is a return to the name: Everpar Advisors previously reported a position in EMR as recently as Q3 2025.

Everpar Advisors first reported a position in EMR in Q4 2023 and has held it in 9 quarters since. The position peaked at $353K in Q2 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Everpar Advisors held 1,464 shares of Emerson Electric worth $210K as of Q2 2026.
Emerson Electric was a new Everpar Advisors position in Q2 2026.
Emerson Electric made up 0.06% of Everpar Advisors's portfolio in Q2 2026, its #295 holding.
Everpar Advisors first reported a position in Emerson Electric in Q4 2023 and has held it in 9 quarters since.
Everpar Advisors's Emerson Electric position peaked at $353K in Q2 2025.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.