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Haven Capital Group’s Emerson Electric EMR Stock Holding History

Haven Capital 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 		$217K Buy
+1,517
New +$214K 0.17% 36
2026
Q1 		– Sell
-1,517
Closed -$201K – 38
2025
Q4 		$201K Sell
1,517
-583
-28% -$77.3K 0.19% 33
2025
Q3 		$275K Hold
2,100
– – 0.24% 31
2025
Q2 		$280K Hold
2,100
– – 0.25% 33
2025
Q1 		$230K Hold
2,100
– – 0.25% 32
2024
Q4 		$260K Buy
+2,100
New +$255K 0.24% 32

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

Haven Capital Group's EMR Position: Q2 2026 in Review

Haven Capital Group opened a new position in Emerson Electric (EMR) in Q2 2026: 1,517 shares worth $217K. The stake represents 0.17% of the portfolio and ranks #36 among its holdings. This is a return to the name: Haven Capital Group previously reported a position in EMR as recently as Q4 2025.

Haven Capital Group first reported a position in EMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $280K in Q2 2025. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Haven Capital Group held 1,517 shares of Emerson Electric worth $217K as of Q2 2026.
  • Emerson Electric was a new Haven Capital Group position in Q2 2026.
  • Emerson Electric made up 0.17% of Haven Capital Group's portfolio in Q2 2026, its #36 holding.
  • Haven Capital Group first reported a position in Emerson Electric in Q4 2024 and has held it in 6 quarters since.
  • Haven Capital Group's Emerson Electric position peaked at $280K in Q2 2025.
  • 2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Haven Capital Group's 13F filing for Q2 2026, filed 10 Jul 2026.