GoalVest Advisory’s Emerson Electric EMR Stock Holding History

GoalVest Advisory’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	$2.43K	Buy	+17	New	+$2.39K	﹤0.01%	442
2026 Q1	–	Sell	-145	Closed	-$19.2K	–	481
2025 Q4	$19.2K	Hold	145	–	–	﹤0.01%	363
2025 Q3	$19K	Hold	145	–	–	﹤0.01%	299
2025 Q2	$19.3K	Hold	145	–	–	﹤0.01%	273
2025 Q1	$15.9K	Hold	145	–	–	﹤0.01%	248
2024 Q4	$18K	Hold	145	–	–	﹤0.01%	254
2024 Q3	$15.9K	Hold	145	–	–	﹤0.01%	285
2024 Q2	$16K	Hold	145	–	–	0.01%	250
2024 Q1	$16.4K	Sell	145 -35	-19%	-$3.6K	0.01%	281
2023 Q4	$17.5K	Buy	180 +5	+3%	+$458	0.01%	218
2023 Q3	$16.9K	Buy	175 +30	+21%	+$2.86K	0.01%	232
2023 Q2	$13.1K	Buy	+145	New	+$12.2K	0.01%	231
2022 Q3	–	Sell	-900	Closed	-$71K	–	270
2022 Q2	$71K	Buy	900 +756	+525%	+$66.6K	0.05%	147
2022 Q1	$14K	Buy	+144	New	+$13.6K	0.01%	218

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

GoalVest Advisory's EMR Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Emerson Electric (EMR) in Q2 2026: 17 shares worth $2.43K. The stake represents ﹤0.01% of the portfolio and ranks #442 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in EMR as recently as Q4 2025.

GoalVest Advisory first reported a position in EMR in Q1 2022 and has held it in 14 quarters since. The position peaked at $71K in Q2 2022. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

GoalVest Advisory held 17 shares of Emerson Electric worth $2.43K as of Q2 2026.
Emerson Electric was a new GoalVest Advisory position in Q2 2026.
Emerson Electric made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #442 holding.
GoalVest Advisory first reported a position in Emerson Electric in Q1 2022 and has held it in 14 quarters since.
GoalVest Advisory's Emerson Electric position peaked at $71K in Q2 2022.
2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.