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Guardian Wealth Advisors (North Carolina)’s Emerson Electric EMR Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$606K Sell
4,232
-10
-0.2% -$1.41K 0.03% 212
2026
Q1 		$556K Sell
4,242
-42
-1% -$6.04K 0.04% 204
2025
Q4 		$569K Buy
4,284
+24
+0.6% +$3.18K 0.04% 205
2025
Q3 		$559K Sell
4,260
-1,002
-19% -$137K 0.04% 194
2025
Q2 		$702K Buy
5,262
+89
+2% +$10.2K 0.05% 169
2025
Q1 		$567K Buy
5,173
+3
+0.1% +$362 0.05% 167
2024
Q4 		$641K Buy
5,170
+64
+1% +$7.76K 0.05% 166
2024
Q3 		$558K Sell
5,106
-39
-0.8% -$4.2K 0.06% 152
2024
Q2 		$567K Hold
5,145
– – 0.07% 138
2024
Q1 		$584K Buy
5,145
+1,089
+27% +$112K 0.07% 137
2023
Q4 		$395K Sell
4,056
-97
-2% -$8.88K 0.06% 164
2023
Q3 		$401K Sell
4,153
-53
-1% -$5.05K 0.07% 145
2023
Q2 		$380K Buy
4,206
+118
+3% +$9.93K 0.07% 151
2023
Q1 		$356K Buy
4,088
+46
+1% +$4.02K 0.06% 151
2022
Q4 		$388K Sell
4,042
-40
-1% -$3.6K 0.07% 133
2022
Q3 		$299K Sell
4,082
-196
-5% -$16.3K 0.06% 148
2022
Q2 		$340K Buy
4,278
+1,721
+67% +$152K 0.06% 134
2022
Q1 		$251K Sell
2,557
-663
-21% -$62.8K 0.11% 142
2021
Q4 		$299K Buy
+3,220
New +$303K 0.13% 120

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 $3.38T AUM 44.17% 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

Guardian Wealth Advisors (North Carolina)'s EMR Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Emerson Electric (EMR) stake by 0.24% in Q2 2026, selling an estimated $1.41K and leaving 4,232 shares worth $606K. The position accounts for 0.03% of the portfolio, ranked #212.

Guardian Wealth Advisors (North Carolina) first reported a position in EMR in Q4 2021 and has held it in 19 quarters since. The position peaked at $702K in Q2 2025. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,232 shares of Emerson Electric worth $606K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 10 Emerson Electric shares in Q2 2026, an estimated $1.41K.
  • Emerson Electric made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #212 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Emerson Electric in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Emerson Electric position peaked at $702K in Q2 2025.
  • 2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.