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Kelleher Financial Advisors’s Emerson Electric EMR Stock Holding History

Kelleher Financial 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 		$163K Buy
1,138
+150
+15% +$21.1K 0.02% 315
2026
Q1 		$132K Sell
988
-150
-13% -$21.6K 0.03% 248
2025
Q4 		$151K Hold
1,138
– – 0.03% 255
2025
Q3 		$149K Buy
+1,138
New +$155K 0.04% 208
2024
Q2 		– Sell
-2,088
Closed -$237K – 120
2024
Q1 		$237K Buy
+2,088
New +$214K 0.1% 107

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

Kelleher Financial Advisors's EMR Position: Q2 2026 in Review

Kelleher Financial Advisors increased its Emerson Electric (EMR) stake by 15% in Q2 2026, buying an estimated $21.1K and bringing the position to 1,138 shares worth $163K. The position accounts for 0.02% of the portfolio, ranked #315.

Kelleher Financial Advisors first reported a position in EMR in Q1 2024 and has held it in 5 quarters since. The position peaked at $237K in Q1 2024. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Kelleher Financial Advisors held 1,138 shares of Emerson Electric worth $163K as of Q2 2026.
  • Kelleher Financial Advisors bought 150 Emerson Electric shares in Q2 2026, an estimated $21.1K.
  • Emerson Electric made up 0.02% of Kelleher Financial Advisors's portfolio in Q2 2026, its #315 holding.
  • Kelleher Financial Advisors first reported a position in Emerson Electric in Q1 2024 and has held it in 5 quarters since.
  • Kelleher Financial Advisors's Emerson Electric position peaked at $237K in Q1 2024.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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