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Medallion Wealth Advisors’s Emerson Electric EMR Stock Holding History

Medallion Wealth 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 		$297K Sell
2,072
-580
-22% -$81.6K 0.09% 191
2026
Q1 		$347K Hold
2,652
– – 0.11% 173
2025
Q4 		$352K Buy
2,652
+80
+3% +$10.6K 0.12% 164
2025
Q3 		$337K Sell
2,572
-20
-0.8% -$2.73K 0.12% 167
2025
Q2 		$349K Hold
2,592
– – 0.13% 152
2025
Q1 		$285K Buy
2,592
+41
+2% +$4.94K 0.13% 159
2024
Q4 		$303K Buy
+2,551
New +$309K 0.15% 145

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

Medallion Wealth Advisors's EMR Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Emerson Electric (EMR) stake by 22% in Q2 2026, selling an estimated $81.6K and leaving 2,072 shares worth $297K. The position accounts for 0.09% of the portfolio, ranked #191.

Medallion Wealth Advisors first reported a position in EMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $352K in Q4 2025. 2,292 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Medallion Wealth Advisors held 2,072 shares of Emerson Electric worth $297K as of Q2 2026.
  • Medallion Wealth Advisors sold 580 Emerson Electric shares in Q2 2026, an estimated $81.6K.
  • Emerson Electric made up 0.09% of Medallion Wealth Advisors's portfolio in Q2 2026, its #191 holding.
  • Medallion Wealth Advisors first reported a position in Emerson Electric in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Emerson Electric position peaked at $352K in Q4 2025.
  • 2,292 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.