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Finivi Inc’s Emerson Electric EMR Stock Holding History

Finivi Inc’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 		$326K Buy
2,278
+233
+11% +$32.8K 0.17% 93
2026
Q1 		$268K Buy
2,045
+204
+11% +$29.3K 0.15% 91
2025
Q4 		$244K Sell
1,841
-79
-4% -$10.5K 0.14% 96
2025
Q3 		$252K Buy
1,920
+1
+0.1% +$136 0.16% 89
2025
Q2 		$256K Buy
+1,919
New +$220K 0.17% 86
2025
Q1 		– Sell
-1,726
Closed -$214K – 89
2024
Q4 		$214K Buy
+1,726
New +$209K 0.17% 86

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

Finivi Inc's EMR Position: Q2 2026 in Review

Finivi Inc increased its Emerson Electric (EMR) stake by 11% in Q2 2026, buying an estimated $32.8K and bringing the position to 2,278 shares worth $326K. The position accounts for 0.17% of the portfolio, ranked #93.

Finivi Inc first reported a position in EMR in Q4 2024 and has held it in 6 quarters since. 2,251 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Finivi Inc held 2,278 shares of Emerson Electric worth $326K as of Q2 2026.
  • Finivi Inc bought 233 Emerson Electric shares in Q2 2026, an estimated $32.8K.
  • Emerson Electric made up 0.17% of Finivi Inc's portfolio in Q2 2026, its #93 holding.
  • Finivi Inc first reported a position in Emerson Electric in Q4 2024 and has held it in 6 quarters since.
  • 2,251 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.