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Merit Financial Group’s Emerson Electric EMR Stock Holding History

Merit Financial Group’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 		$4.44M Buy
31,001
+2,379
+8% +$335K 0.03% 468
2026
Q1 		$3.75M Sell
28,622
-74
-0.3% -$10.6K 0.03% 476
2025
Q4 		$3.81M Buy
28,696
+717
+3% +$95.1K 0.03% 431
2025
Q3 		$3.67M Buy
27,979
+1,311
+5% +$179K 0.03% 384
2025
Q2 		$3.56M Buy
26,668
+1,473
+6% +$169K 0.04% 354
2025
Q1 		$2.76M Buy
25,195
+1,500
+6% +$181K 0.04% 343
2024
Q4 		$2.94M Buy
23,695
+8,834
+59% +$1.07M 0.05% 281
2024
Q3 		$1.63M Sell
14,861
-7,624
-34% -$820K 0.04% 308
2024
Q2 		$2.48M Buy
22,485
+818
+4% +$90.4K 0.05% 238
2024
Q1 		$2.31M Buy
21,667
+11,622
+116% +$1.19M 0.06% 245
2023
Q4 		$978K Buy
10,045
+1,034
+11% +$94.7K 0.03% 320
2023
Q3 		$870K Buy
9,011
+971
+12% +$92.5K 0.03% 350
2023
Q2 		$727K Buy
8,040
+940
+13% +$79.1K 0.02% 386
2023
Q1 		$619K Buy
7,100
+93
+1% +$8.13K 0.02% 359
2022
Q4 		$673K Buy
7,007
+3,322
+90% +$299K 0.02% 364
2022
Q3 		$270K Buy
3,685
+741
+25% +$61.5K 0.01% 462
2022
Q2 		$234K Buy
+2,944
New +$260K 0.01% 493

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

Merit Financial Group's EMR Position: Q2 2026 in Review

Merit Financial Group increased its Emerson Electric (EMR) stake by 8.3% in Q2 2026, buying an estimated $335K and bringing the position to 31,001 shares worth $4.44M. The position accounts for 0.03% of the portfolio, ranked #468.

Merit Financial Group first reported a position in EMR in Q2 2022 and has held it in 17 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Merit Financial Group held 31,001 shares of Emerson Electric worth $4.44M as of Q2 2026.
  • Merit Financial Group bought 2,379 Emerson Electric shares in Q2 2026, an estimated $335K.
  • Emerson Electric made up 0.03% of Merit Financial Group's portfolio in Q2 2026, its #468 holding.
  • Merit Financial Group first reported a position in Emerson Electric in Q2 2022 and has held it in 17 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.