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HBW Advisory Services’s Emerson Electric EMR Stock Holding History

HBW Advisory Services’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 		$271K Sell
1,895
-3,537
-65% -$498K 0.02% 406
2026
Q1 		$712K Buy
5,432
+1,157
+27% +$166K 0.08% 234
2025
Q4 		$567K Buy
4,275
+1,088
+34% +$144K 0.06% 264
2025
Q3 		$418K Buy
3,187
+1,220
+62% +$166K 0.05% 289
2025
Q2 		$262K Buy
1,967
+72
+4% +$8.26K 0.03% 337
2025
Q1 		$208K Sell
1,895
-81
-4% -$9.77K 0.03% 364
2024
Q4 		$245K Buy
1,976
+122
+7% +$14.8K 0.03% 319
2024
Q3 		$203K Sell
1,854
-68
-4% -$7.32K 0.03% 348
2024
Q2 		$212K Buy
+1,922
New +$213K 0.04% 313

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

HBW Advisory Services's EMR Position: Q2 2026 in Review

HBW Advisory Services reduced its Emerson Electric (EMR) stake by 65% in Q2 2026, selling an estimated $498K and leaving 1,895 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #406.

HBW Advisory Services first reported a position in EMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $712K in Q1 2026. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • HBW Advisory Services held 1,895 shares of Emerson Electric worth $271K as of Q2 2026.
  • HBW Advisory Services sold 3,537 Emerson Electric shares in Q2 2026, an estimated $498K.
  • Emerson Electric made up 0.02% of HBW Advisory Services's portfolio in Q2 2026, its #406 holding.
  • HBW Advisory Services first reported a position in Emerson Electric in Q2 2024 and has held it in 9 quarters since.
  • HBW Advisory Services's Emerson Electric position peaked at $712K in Q1 2026.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.