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HBK Sorce Advisory’s Emerson Electric EMR Stock Holding History

HBK Sorce 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 		$1.64M Buy
10,123
+676
+7% +$95.2K 0.03% 186
2026
Q1 		$1.33M Buy
9,447
+132
+1% +$19K 0.03% 203
2025
Q4 		$1.47M Buy
9,315
+483
+5% +$64.1K 0.03% 188
2025
Q3 		$1.15M Buy
8,832
+30
+0.3% +$4.09K 0.03% 208
2025
Q2 		$1.17M Buy
8,802
+312
+4% +$35.8K 0.03% 198
2025
Q1 		$931K Buy
8,490
+40
+0.5% +$4.82K 0.03% 223
2024
Q4 		$1.05M Sell
8,450
-36
-0.4% -$4.37K 0.03% 206
2024
Q3 		$928K Sell
8,486
-310
-4% -$33.4K 0.03% 231
2024
Q2 		$969K Sell
8,796
-214
-2% -$23.7K 0.03% 218
2024
Q1 		$1.02M Sell
9,010
-1,785
-17% -$183K 0.04% 212
2023
Q4 		$1.05M Buy
10,795
+1,361
+14% +$125K 0.04% 196
2023
Q3 		$911K Sell
9,434
-226
-2% -$21.5K 0.04% 211
2023
Q2 		$873K Sell
9,660
-195
-2% -$16.4K 0.04% 224
2023
Q1 		$859K Sell
9,855
-10,469
-52% -$915K 0.04% 223
2022
Q4 		$1.95M Buy
20,324
+12,137
+148% +$1.09M 0.05% 186
2022
Q3 		$599K Buy
8,187
+1,079
+15% +$89.6K 0.04% 235
2022
Q2 		$565K Sell
7,108
-796
-10% -$70.2K 0.04% 224
2022
Q1 		$775K Sell
7,904
-1,790
-18% -$169K 0.04% 232
2021
Q4 		$901K Buy
9,694
+91
+0.9% +$8.57K 0.05% 225
2021
Q3 		$905K Buy
9,603
+141
+1% +$14.1K 0.05% 218
2021
Q2 		$911K Buy
9,462
+92
+1% +$8.65K 0.05% 213
2021
Q1 		$845K Buy
9,370
+1,024
+12% +$88.1K 0.05% 211
2020
Q4 		$671K Buy
8,346
+1,241
+17% +$92.3K 0.04% 234
2020
Q3 		$466K Buy
+7,105
New +$468K 0.03% 271
2014
Q4 		– Sell
-3,228
Closed -$202K – 201
2014
Q3 		$202K Sell
3,228
-155
-5% -$10.1K 0.07% 178
2014
Q2 		$224K Buy
3,383
+246
+8% +$16.5K 0.08% 172
2014
Q1 		$210K Buy
+3,137
New +$206K 0.08% 176

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HBK Sorce Advisory's EMR Position: Q2 2026 in Review

HBK Sorce Advisory increased its Emerson Electric (EMR) stake by 7.2% in Q2 2026, buying an estimated $95.2K and bringing the position to 10,123 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #186.

HBK Sorce Advisory first reported a position in EMR in Q1 2014 and has held it in 27 quarters since. The position peaked at $1.95M in Q4 2022. 1,488 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • HBK Sorce Advisory held 10,123 shares of Emerson Electric worth $1.64M as of Q2 2026.
  • HBK Sorce Advisory bought 676 Emerson Electric shares in Q2 2026, an estimated $95.2K.
  • Emerson Electric made up 0.03% of HBK Sorce Advisory's portfolio in Q2 2026, its #186 holding.
  • HBK Sorce Advisory first reported a position in Emerson Electric in Q1 2014 and has held it in 27 quarters since.
  • HBK Sorce Advisory's Emerson Electric position peaked at $1.95M in Q4 2022.
  • 1,488 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.