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MBA Advisors’s Emerson Electric EMR Stock Holding History

MBA 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 		$491K Sell
3,431
-444
-11% -$62.5K 0.17% 97
2026
Q1 		$508K Buy
3,875
+13
+0.3% +$1.87K 0.2% 83
2025
Q4 		$513K Hold
3,862
– – 0.21% 85
2025
Q3 		$507K Sell
3,862
-159
-4% -$21.7K 0.22% 80
2025
Q2 		$536K Buy
4,021
+1,110
+38% +$127K 0.25% 76
2025
Q1 		$319K Buy
2,911
+390
+15% +$47K 0.16% 103
2024
Q4 		$312K Buy
2,521
+41
+2% +$4.97K 0.16% 103
2024
Q3 		$271K Buy
2,480
+41
+2% +$4.41K 0.13% 112
2024
Q2 		$269K Buy
2,439
+170
+7% +$18.8K 0.14% 111
2024
Q1 		$257K Buy
+2,269
New +$233K 0.13% 110
2022
Q2 		– Sell
-2,118
Closed -$208K – 135
2022
Q1 		$208K Sell
2,118
-215
-9% -$20.4K 0.13% 140
2021
Q4 		$217K Sell
2,333
-8
-0.3% -$753 0.13% 140
2021
Q3 		$221K Sell
2,341
-193
-8% -$19.3K 0.16% 126
2021
Q2 		$244K Hold
2,534
– – 0.11% 118
2021
Q1 		$229K Buy
+2,534
New +$218K 0.13% 121

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

MBA Advisors's EMR Position: Q2 2026 in Review

MBA Advisors reduced its Emerson Electric (EMR) stake by 11% in Q2 2026, selling an estimated $62.5K and leaving 3,431 shares worth $491K. The position accounts for 0.17% of the portfolio, ranked #97.

MBA Advisors first reported a position in EMR in Q1 2021 and has held it in 15 quarters since. The position peaked at $536K in Q2 2025. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • MBA Advisors held 3,431 shares of Emerson Electric worth $491K as of Q2 2026.
  • MBA Advisors sold 444 Emerson Electric shares in Q2 2026, an estimated $62.5K.
  • Emerson Electric made up 0.17% of MBA Advisors's portfolio in Q2 2026, its #97 holding.
  • MBA Advisors first reported a position in Emerson Electric in Q1 2021 and has held it in 15 quarters since.
  • MBA Advisors's Emerson Electric position peaked at $536K in Q2 2025.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.