GM
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GeoWealth Management’s Emerson Electric EMR Stock Holding History

GeoWealth Management’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 		$741K Buy
5,176
+390
+8% +$54.9K 0.02% 399
2026
Q1 		$627K Sell
4,786
-283
-6% -$40.7K 0.02% 419
2025
Q4 		$673K Sell
5,069
-227
-4% -$30.1K 0.02% 372
2025
Q3 		$695K Buy
5,296
+140
+3% +$19.1K 0.03% 372
2025
Q2 		$687K Sell
5,156
-19
-0.4% -$2.18K 0.03% 333
2025
Q1 		$567K Sell
5,175
-406
-7% -$48.9K 0.02% 397
2024
Q4 		$692K Sell
5,581
-340
-6% -$41.2K 0.02% 394
2024
Q3 		$648K Sell
5,921
-750
-11% -$80.7K 0.02% 413
2024
Q2 		$735K Sell
6,671
-6,987
-51% -$773K 0.03% 338
2024
Q1 		$1.55M Buy
13,658
+7,533
+123% +$774K 0.06% 217
2023
Q4 		$596K Buy
+6,125
New +$561K 0.05% 296

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

GeoWealth Management's EMR Position: Q2 2026 in Review

GeoWealth Management increased its Emerson Electric (EMR) stake by 8.1% in Q2 2026, buying an estimated $54.9K and bringing the position to 5,176 shares worth $741K. The position accounts for 0.02% of the portfolio, ranked #399.

GeoWealth Management first reported a position in EMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.55M in Q1 2024. 2,294 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • GeoWealth Management held 5,176 shares of Emerson Electric worth $741K as of Q2 2026.
  • GeoWealth Management bought 390 Emerson Electric shares in Q2 2026, an estimated $54.9K.
  • Emerson Electric made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #399 holding.
  • GeoWealth Management first reported a position in Emerson Electric in Q4 2023 and has held it in 11 quarters since.
  • GeoWealth Management's Emerson Electric position peaked at $1.55M in Q1 2024.
  • 2,294 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.