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Goldstone Financial Group’s Emerson Electric EMR Stock Holding History

Goldstone Financial Group’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 		$662K Sell
4,627
-273
-6% -$38.4K 0.06% 162
2026
Q1 		$642K Sell
4,900
-1,144
-19% -$165K 0.07% 152
2025
Q4 		$802K Buy
6,044
+425
+8% +$56.4K 0.09% 130
2025
Q3 		$737K Buy
5,619
+366
+7% +$49.9K 0.09% 137
2025
Q2 		$734K Buy
5,253
+819
+18% +$94K 0.1% 125
2025
Q1 		$486K Buy
4,434
+272
+7% +$32.8K 0.07% 138
2024
Q4 		$516K Buy
4,162
+564
+16% +$68.4K 0.08% 125
2024
Q3 		$393K Buy
3,598
+605
+20% +$65.1K 0.07% 137
2024
Q2 		$330K Buy
2,993
+462
+18% +$51.1K 0.07% 134
2024
Q1 		$287K Buy
2,531
+98
+4% +$10.1K 0.07% 133
2023
Q4 		$237K Buy
2,433
+2
+0.1% +$183 0.06% 143
2023
Q3 		$235K Sell
2,431
-269
-10% -$25.6K 0.07% 134
2023
Q2 		$244K Buy
2,700
+349
+15% +$29.4K 0.07% 149
2023
Q1 		$205K Buy
+2,351
New +$205K 0.07% 147

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

Goldstone Financial Group's EMR Position: Q2 2026 in Review

Goldstone Financial Group reduced its Emerson Electric (EMR) stake by 5.6% in Q2 2026, selling an estimated $38.4K and leaving 4,627 shares worth $662K. The position accounts for 0.06% of the portfolio, ranked #162.

Goldstone Financial Group first reported a position in EMR in Q1 2023 and has held it in 14 quarters since. The position peaked at $802K in Q4 2025. 2,294 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Goldstone Financial Group held 4,627 shares of Emerson Electric worth $662K as of Q2 2026.
  • Goldstone Financial Group sold 273 Emerson Electric shares in Q2 2026, an estimated $38.4K.
  • Emerson Electric made up 0.06% of Goldstone Financial Group's portfolio in Q2 2026, its #162 holding.
  • Goldstone Financial Group first reported a position in Emerson Electric in Q1 2023 and has held it in 14 quarters since.
  • Goldstone Financial Group's Emerson Electric position peaked at $802K in Q4 2025.
  • 2,294 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.