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Maia Wealth’s Emerson Electric EMR Stock Holding History

Maia 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 		$1.41M Buy
+9,834
New +$1.38M 0.21% 129
2025
Q3 		– Sell
-2,657
Closed -$354K – 345
2025
Q2 		$354K Sell
2,657
-11
-0.4% -$1.26K 0.07% 237
2025
Q1 		$270K Buy
2,668
+10
+0.4% +$1.21K 0.06% 247
2024
Q4 		$343K Sell
2,658
-20
-0.7% -$2.43K 0.07% 210
2024
Q3 		$290K Sell
2,678
-152
-5% -$16.4K 0.07% 197
2024
Q2 		$331K Buy
+2,830
New +$313K 0.1% 149

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

Maia Wealth's EMR Position: Q2 2026 in Review

Maia Wealth opened a new position in Emerson Electric (EMR) in Q2 2026: 9,834 shares worth $1.41M. The stake represents 0.21% of the portfolio and ranks #129 among its holdings. This is a return to the name: Maia Wealth previously reported a position in EMR as recently as Q2 2025.

Maia Wealth first reported a position in EMR in Q2 2024 and has held it in 6 quarters since. 2,294 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Maia Wealth held 9,834 shares of Emerson Electric worth $1.41M as of Q2 2026.
  • Emerson Electric was a new Maia Wealth position in Q2 2026.
  • Emerson Electric made up 0.21% of Maia Wealth's portfolio in Q2 2026, its #129 holding.
  • Maia Wealth first reported a position in Emerson Electric in Q2 2024 and has held it in 6 quarters since.
  • 2,294 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Maia Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.