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HTG Investment Advisors’s Emerson Electric EMR Stock Holding History

HTG Investment Advisors’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 		$212K Buy
+1,483
New +$209K 0.05% 84
2026
Q1 		– Sell
-1,541
Closed -$204K – 86
2025
Q4 		$204K Hold
1,541
– – 0.06% 75
2025
Q3 		$202K Hold
1,541
– – 0.07% 72
2025
Q2 		$205K Buy
+1,541
New +$177K 0.08% 69

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 $3.38T AUM 44.17% 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

HTG Investment Advisors's EMR Position: Q2 2026 in Review

HTG Investment Advisors opened a new position in Emerson Electric (EMR) in Q2 2026: 1,483 shares worth $212K. The stake represents 0.05% of the portfolio and ranks #84 among its holdings. This is a return to the name: HTG Investment Advisors previously reported a position in EMR as recently as Q4 2025.

HTG Investment Advisors first reported a position in EMR in Q2 2025 and has held it in 4 quarters since. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • HTG Investment Advisors held 1,483 shares of Emerson Electric worth $212K as of Q2 2026.
  • Emerson Electric was a new HTG Investment Advisors position in Q2 2026.
  • Emerson Electric made up 0.05% of HTG Investment Advisors's portfolio in Q2 2026, its #84 holding.
  • HTG Investment Advisors first reported a position in Emerson Electric in Q2 2025 and has held it in 4 quarters since.
  • 2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on HTG Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.