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Fiduciary Alliance’s Emerson Electric EMR Stock Holding History

Fiduciary Alliance’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 		$1.23M Sell
8,598
-53
-0.6% -$7.46K 0.08% 238
2026
Q1 		$1.21M Sell
8,651
-36
-0.4% -$5.18K 0.07% 238
2025
Q4 		$1.15M Buy
8,687
+101
+1% +$13.4K 0.08% 221
2025
Q3 		$1.13M Sell
8,586
-439
-5% -$59.9K 0.08% 220
2025
Q2 		$1.2M Sell
9,025
-89
-1% -$10.2K 0.09% 203
2025
Q1 		$999K Buy
9,114
+141
+2% +$17K 0.1% 167
2024
Q4 		$1.11M Buy
+8,973
New +$1.09M 0.11% 158
2023
Q3 		– Sell
-26
Closed -$2.35K – 393
2023
Q2 		$2.35K Buy
+26
New +$2.19K ﹤0.01% 786
2023
Q1 		– Sell
-26
Closed -$2.5K – 357
2022
Q4 		$2.5K Buy
+26
New +$2.34K ﹤0.01% 656

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

Fiduciary Alliance's EMR Position: Q2 2026 in Review

Fiduciary Alliance reduced its Emerson Electric (EMR) stake by 0.61% in Q2 2026, selling an estimated $7.46K and leaving 8,598 shares worth $1.23M. The position accounts for 0.08% of the portfolio, ranked #238.

Fiduciary Alliance first reported a position in EMR in Q4 2022 and has held it in 9 quarters since. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Fiduciary Alliance held 8,598 shares of Emerson Electric worth $1.23M as of Q2 2026.
  • Fiduciary Alliance sold 53 Emerson Electric shares in Q2 2026, an estimated $7.46K.
  • Emerson Electric made up 0.08% of Fiduciary Alliance's portfolio in Q2 2026, its #238 holding.
  • Fiduciary Alliance first reported a position in Emerson Electric in Q4 2022 and has held it in 9 quarters since.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.