IWA
EMR icon

Icon Wealth Advisors’s Emerson Electric EMR Stock Holding History

Icon Wealth 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 		$1.16M Buy
8,129
+1,924
+31% +$271K 0.07% 169
2026
Q1 		$847K Buy
6,205
+741
+14% +$107K 0.06% 192
2025
Q4 		$735K Buy
5,464
+163
+3% +$21.6K 0.05% 208
2025
Q3 		$695K Buy
5,301
+90
+2% +$12.3K 0.05% 218
2025
Q2 		$695K Buy
5,211
+126
+2% +$14.5K 0.05% 213
2025
Q1 		$558K Buy
5,085
+106
+2% +$12.8K 0.05% 206
2024
Q4 		$617K Buy
4,979
+887
+22% +$108K 0.05% 191
2024
Q3 		$448K Buy
4,092
+251
+7% +$27K 0.04% 221
2024
Q2 		$450K Buy
3,841
+2,341
+156% +$259K 0.04% 223
2024
Q1 		$170K Buy
+1,500
New +$154K 0.02% 363

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

Icon Wealth Advisors's EMR Position: Q2 2026 in Review

Icon Wealth Advisors increased its Emerson Electric (EMR) stake by 31% in Q2 2026, buying an estimated $271K and bringing the position to 8,129 shares worth $1.16M. The position accounts for 0.07% of the portfolio, ranked #169.

Icon Wealth Advisors first reported a position in EMR in Q1 2024 and has held it in 10 quarters since. 2,292 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Icon Wealth Advisors held 8,129 shares of Emerson Electric worth $1.16M as of Q2 2026.
  • Icon Wealth Advisors bought 1,924 Emerson Electric shares in Q2 2026, an estimated $271K.
  • Emerson Electric made up 0.07% of Icon Wealth Advisors's portfolio in Q2 2026, its #169 holding.
  • Icon Wealth Advisors first reported a position in Emerson Electric in Q1 2024 and has held it in 10 quarters since.
  • 2,292 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.