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Fi3 Financial Advisors’s Emerson Electric EMR Stock Holding History

Fi3 Financial 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 		$556K Buy
+670
New +$94.3K 0.13% 93
2025
Q1 		– Sell
-1,848
Closed -$229K – 140
2024
Q4 		$229K Sell
1,848
-170
-8% -$20.6K 0.09% 102
2024
Q3 		$221K Buy
+2,018
New +$217K 0.09% 94

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

Fi3 Financial Advisors's EMR Position: Q2 2026 in Review

Fi3 Financial Advisors opened a new position in Emerson Electric (EMR) in Q2 2026: 670 shares worth $556K. The stake represents 0.13% of the portfolio and ranks #93 among its holdings. This is a return to the name: Fi3 Financial Advisors previously reported a position in EMR as recently as Q4 2024.

Fi3 Financial Advisors first reported a position in EMR in Q3 2024 and has held it in 3 quarters since. 2,292 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Fi3 Financial Advisors held 670 shares of Emerson Electric worth $556K as of Q2 2026.
  • Emerson Electric was a new Fi3 Financial Advisors position in Q2 2026.
  • Emerson Electric made up 0.13% of Fi3 Financial Advisors's portfolio in Q2 2026, its #93 holding.
  • Fi3 Financial Advisors first reported a position in Emerson Electric in Q3 2024 and has held it in 3 quarters since.
  • 2,292 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.