Heritage Family Offices’s Emerson Electric EMR Stock Holding History

Heritage Family Offices’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	$992K	Sell	6,933 -2,381	-26%	-$335K	0.38%	59
2026 Q1	$1.22M	Sell	9,314 -4,069	-30%	-$585K	0.54%	48
2025 Q4	$1.78M	Sell	13,383 -1,162	-8%	-$154K	0.81%	29
2025 Q3	$1.91M	Buy	14,545 +57	+0.4%	+$7.77K	0.89%	27
2025 Q2	$1.57M	Hold	14,488	–	–	0.8%	30
2025 Q1	$1.59M	Buy	14,488 +193	+1%	+$23.3K	0.81%	29
2024 Q4	$1.77M	Buy	14,295 +709	+5%	+$86K	0.88%	27
2024 Q3	$1.49M	Sell	13,586 -188	-1%	-$20.2K	0.77%	31
2024 Q2	$1.52M	Buy	+13,774	New	+$1.52M	0.84%	30

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Heritage Family Offices's EMR Position: Q2 2026 in Review

Heritage Family Offices reduced its Emerson Electric (EMR) stake by 26% in Q2 2026, selling an estimated $335K and leaving 6,933 shares worth $992K. The position accounts for 0.38% of the portfolio, ranked #59.

Heritage Family Offices first reported a position in EMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.91M in Q3 2025. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Heritage Family Offices held 6,933 shares of Emerson Electric worth $992K as of Q2 2026.
Heritage Family Offices sold 2,381 Emerson Electric shares in Q2 2026, an estimated $335K.
Emerson Electric made up 0.38% of Heritage Family Offices's portfolio in Q2 2026, its #59 holding.
Heritage Family Offices first reported a position in Emerson Electric in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's Emerson Electric position peaked at $1.91M in Q3 2025.
2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.