FIA
EMR icon

Foundations Investment Advisors’s Emerson Electric EMR Stock Holding History

Foundations Investment 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 		$19.2M Buy
134,066
+22,154
+20% +$3.12M 0.2% 116
2026
Q1 		$14.7M Buy
111,912
+14,726
+15% +$2.12M 0.18% 125
2025
Q4 		$12.9M Buy
97,186
+15,681
+19% +$2.08M 0.17% 127
2025
Q3 		$10.7M Buy
81,505
+8,237
+11% +$1.12M 0.16% 131
2025
Q2 		$9.77M Buy
73,268
+11,785
+19% +$1.35M 0.15% 138
2025
Q1 		$6.74M Buy
61,483
+55,895
+1,000% +$6.74M 0.12% 158
2024
Q4 		$693K Buy
5,588
+1,443
+35% +$175K 0.01% 471
2024
Q3 		$453K Sell
4,145
-188
-4% -$20.2K 0.01% 538
2024
Q2 		$477K Sell
4,333
-57
-1% -$6.3K 0.01% 504
2024
Q1 		$498K Sell
4,390
-263
-6% -$27K 0.01% 467
2023
Q4 		$436K Buy
4,653
+357
+8% +$32.7K 0.01% 470
2023
Q3 		$415K Buy
4,296
+196
+5% +$18.7K 0.01% 435
2023
Q2 		$371K Buy
4,100
+1,109
+37% +$93.3K 0.01% 425
2023
Q1 		$261K Buy
2,991
+266
+10% +$23.2K 0.01% 421
2022
Q4 		$262K Buy
+2,725
New +$245K 0.01% 365

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

Foundations Investment Advisors's EMR Position: Q2 2026 in Review

Foundations Investment Advisors increased its Emerson Electric (EMR) stake by 20% in Q2 2026, buying an estimated $3.12M and bringing the position to 134,066 shares worth $19.2M. The position accounts for 0.2% of the portfolio, ranked #116.

Foundations Investment Advisors first reported a position in EMR in Q4 2022 and has held it in 15 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Foundations Investment Advisors held 134,066 shares of Emerson Electric worth $19.2M as of Q2 2026.
  • Foundations Investment Advisors bought 22,154 Emerson Electric shares in Q2 2026, an estimated $3.12M.
  • Emerson Electric made up 0.2% of Foundations Investment Advisors's portfolio in Q2 2026, its #116 holding.
  • Foundations Investment Advisors first reported a position in Emerson Electric in Q4 2022 and has held it in 15 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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