HP
EMR icon

Holistic Planning’s Emerson Electric EMR Stock Holding History

Holistic Planning’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 		$509K Buy
3,555
+537
+18% +$75.6K 0.08% 203
2026
Q1 		$395K Sell
3,018
-272
-8% -$39.1K 0.08% 206
2025
Q4 		$437K Buy
3,290
+521
+19% +$69.1K 0.09% 181
2025
Q3 		$363K Sell
2,769
-14
-0.5% -$1.91K 0.1% 162
2025
Q2 		$371K Sell
2,783
-3
-0.1% -$344 0.11% 151
2025
Q1 		$305K Buy
2,786
+15
+0.5% +$1.81K 0.1% 139
2024
Q4 		$343K Sell
2,771
-214
-7% -$26K 0.12% 117
2024
Q3 		$326K Sell
2,985
-66
-2% -$7.1K 0.14% 108
2024
Q2 		$346K Hold
3,051
– – 0.27% 76
2024
Q1 		$346K Sell
3,051
-10
-0.3% -$1.03K 0.26% 76
2023
Q4 		$298K Buy
+3,061
New +$280K 0.25% 86

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

Holistic Planning's EMR Position: Q2 2026 in Review

Holistic Planning increased its Emerson Electric (EMR) stake by 18% in Q2 2026, buying an estimated $75.6K and bringing the position to 3,555 shares worth $509K. The position accounts for 0.08% of the portfolio, ranked #203.

Holistic Planning first reported a position in EMR in Q4 2023 and has held it in 11 quarters since. 2,287 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Holistic Planning held 3,555 shares of Emerson Electric worth $509K as of Q2 2026.
  • Holistic Planning bought 537 Emerson Electric shares in Q2 2026, an estimated $75.6K.
  • Emerson Electric made up 0.08% of Holistic Planning's portfolio in Q2 2026, its #203 holding.
  • Holistic Planning first reported a position in Emerson Electric in Q4 2023 and has held it in 11 quarters since.
  • 2,287 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.