Heritage Wealth Management (Ohio)’s Emerson Electric EMR Stock Holding History

Heritage Wealth Management (Ohio)’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	$1.34M	Buy	+9,390	New	+$1.32M	0.34%	74
2026 Q1	–	Sell	-9,325	Closed	-$1.24M	–	175
2025 Q4	$1.24M	Sell	9,325 -155	-2%	-$20.6K	0.34%	76
2025 Q3	$1.24M	Sell	9,480 -25	-0.3%	-$3.41K	0.37%	73
2025 Q2	$1.27M	Sell	9,505 -157	-2%	-$18K	0.41%	65
2025 Q1	$1.06M	Sell	9,662 -150	-2%	-$18.1K	0.36%	71
2024 Q4	$1.22M	Hold	9,812	–	–	0.4%	64
2024 Q3	$1.07M	Hold	9,812	–	–	0.35%	74
2024 Q2	$1.07M	Buy	+9,812	New	+$1.08M	0.36%	73

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 $3.37T AUM 44.26% 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 Wealth Management (Ohio)'s EMR Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Emerson Electric (EMR) in Q2 2026: 9,390 shares worth $1.34M. The stake represents 0.34% of the portfolio and ranks #74 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in EMR as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in EMR in Q2 2024 and has held it in 8 quarters since. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Heritage Wealth Management (Ohio) held 9,390 shares of Emerson Electric worth $1.34M as of Q2 2026.
Emerson Electric was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Emerson Electric made up 0.34% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #74 holding.
Heritage Wealth Management (Ohio) first reported a position in Emerson Electric in Q2 2024 and has held it in 8 quarters since.
2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.