Millstone Evans Group’s Emerson Electric EMR Stock Holding History

Millstone Evans 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	$433K	Buy	3,025 +30	+1%	+$4.22K	0.23%	75
2026 Q1	$392K	Sell	2,995 -41	-1%	-$5.9K	0.24%	85
2025 Q4	$403K	Buy	3,036 +1,292	+74%	+$171K	0.24%	79
2025 Q3	$229K	Hold	1,744	–	–	0.15%	113
2025 Q2	$233K	Hold	1,744	–	–	0.16%	110
2025 Q1	$191K	Hold	1,744	–	–	0.13%	123
2024 Q4	$216K	Buy	+1,744	New	+$212K	0.15%	112

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Millstone Evans Group's EMR Position: Q2 2026 in Review

Millstone Evans Group increased its Emerson Electric (EMR) stake by 1% in Q2 2026, buying an estimated $4.22K and bringing the position to 3,025 shares worth $433K. The position accounts for 0.23% of the portfolio, ranked #75.

Millstone Evans Group first reported a position in EMR in Q4 2024 and has held it in 7 quarters since. 1,959 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Millstone Evans Group held 3,025 shares of Emerson Electric worth $433K as of Q2 2026.
Millstone Evans Group bought 30 Emerson Electric shares in Q2 2026, an estimated $4.22K.
Emerson Electric made up 0.23% of Millstone Evans Group's portfolio in Q2 2026, its #75 holding.
Millstone Evans Group first reported a position in Emerson Electric in Q4 2024 and has held it in 7 quarters since.
1,959 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.