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Independent Financial Group’s Emerson Electric EMR Stock Holding History

Independent Financial Group’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 		$2.49M Buy
17,386
+1,190
+7% +$168K 0.05% 386
2026
Q1 		$2.12M Buy
16,196
+3,417
+27% +$491K 0.05% 390
2025
Q4 		$1.7M Sell
12,779
-198
-2% -$26.3K 0.04% 439
2025
Q3 		$1.7M Sell
12,977
-151
-1% -$20.6K 0.04% 435
2025
Q2 		$1.75M Sell
13,128
-2,268
-15% -$260K 0.05% 381
2025
Q1 		$1.69M Buy
15,396
+7,176
+87% +$865K 0.06% 328
2024
Q4 		$1.02M Buy
8,220
+1,838
+29% +$223K 0.03% 473
2024
Q3 		$698K Sell
6,382
-913
-13% -$98.2K 0.03% 545
2024
Q2 		$804K Buy
7,295
+501
+7% +$55.4K 0.03% 463
2024
Q1 		$771K Buy
6,794
+58
+0.9% +$5.96K 0.04% 451
2023
Q4 		$656K Buy
6,736
+1,586
+31% +$145K 0.04% 485
2023
Q3 		$497K Buy
5,150
+296
+6% +$28.2K 0.03% 493
2023
Q2 		$439K Buy
4,854
+131
+3% +$11K 0.03% 509
2023
Q1 		$412K Buy
4,723
+27
+0.6% +$2.36K 0.03% 505
2022
Q4 		$451K Buy
4,696
+34
+0.7% +$3.06K 0.04% 443
2022
Q3 		$341K Buy
4,662
+1,503
+48% +$125K 0.03% 506
2022
Q2 		$251K Sell
3,159
-31
-1% -$2.73K 0.03% 562
2022
Q1 		$313K Buy
+3,190
New +$302K 0.03% 580

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

Independent Financial Group's EMR Position: Q2 2026 in Review

Independent Financial Group increased its Emerson Electric (EMR) stake by 7.3% in Q2 2026, buying an estimated $168K and bringing the position to 17,386 shares worth $2.49M. The position accounts for 0.05% of the portfolio, ranked #386.

Independent Financial Group first reported a position in EMR in Q1 2022 and has held it in 18 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Independent Financial Group held 17,386 shares of Emerson Electric worth $2.49M as of Q2 2026.
  • Independent Financial Group bought 1,190 Emerson Electric shares in Q2 2026, an estimated $168K.
  • Emerson Electric made up 0.05% of Independent Financial Group's portfolio in Q2 2026, its #386 holding.
  • Independent Financial Group first reported a position in Emerson Electric in Q1 2022 and has held it in 18 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.