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Live Oak Private Wealth’s Emerson Electric EMR Stock Holding History

Live Oak Private Wealth’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 		$631K Hold
4,408
– – 0.08% 131
2026
Q1 		$577K Buy
4,408
+1
+0% +$144 0.08% 123
2025
Q4 		$585K Hold
4,407
– – 0.08% 121
2025
Q3 		$578K Buy
4,407
+81
+2% +$11K 0.08% 122
2025
Q2 		$577K Buy
4,326
+61
+1% +$7K 0.09% 121
2025
Q1 		$468K Hold
4,265
– – 0.08% 129
2024
Q4 		$529K Hold
4,265
– – 0.09% 123
2024
Q3 		$466K Hold
4,265
– – 0.08% 121
2024
Q2 		$470K Hold
4,265
– – 0.08% 120
2024
Q1 		$484K Sell
4,265
-98
-2% -$10.1K 0.08% 114
2023
Q4 		$425K Hold
4,363
– – 0.08% 113
2023
Q3 		$421K Sell
4,363
-557
-11% -$53K 0.09% 108
2023
Q2 		$445K Buy
4,920
+146
+3% +$12.3K 0.09% 107
2023
Q1 		$416K Sell
4,774
-163
-3% -$14.2K 0.09% 117
2022
Q4 		$474K Sell
4,937
-300
-6% -$27K 0.1% 114
2022
Q3 		$383K Hold
5,237
– – 0.09% 124
2022
Q2 		$417K Buy
5,237
+215
+4% +$19K 0.09% 125
2022
Q1 		$492K Buy
5,022
+748
+18% +$70.8K 0.1% 121
2021
Q4 		$397K Buy
4,274
+483
+13% +$45.5K 0.07% 137
2021
Q3 		$357K Hold
3,791
– – 0.07% 141
2021
Q2 		$365K Buy
3,791
+300
+9% +$28.2K 0.08% 130
2021
Q1 		$315K Sell
3,491
-1,464
-30% -$126K 0.08% 128
2020
Q4 		$398K Hold
4,955
– – 0.11% 111
2020
Q3 		$325K Buy
4,955
+1
+0% +$66 0.11% 104
2020
Q2 		$307K Buy
+4,954
New +$281K 0.11% 106

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

Live Oak Private Wealth's EMR Position: Q2 2026 in Review

Live Oak Private Wealth held its Emerson Electric (EMR) position steady in Q2 2026 at 4,408 shares worth $631K. The position accounts for 0.08% of the portfolio, ranked #131.

Live Oak Private Wealth first reported a position in EMR in Q2 2020 and has held it in 25 quarters since. 2,287 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Live Oak Private Wealth held 4,408 shares of Emerson Electric worth $631K as of Q2 2026.
  • Live Oak Private Wealth left its Emerson Electric share count unchanged in Q2 2026.
  • Emerson Electric made up 0.08% of Live Oak Private Wealth's portfolio in Q2 2026, its #131 holding.
  • Live Oak Private Wealth first reported a position in Emerson Electric in Q2 2020 and has held it in 25 quarters since.
  • 2,287 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.