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Modera Wealth Management’s Emerson Electric EMR Stock Holding History

Modera Wealth Management’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 		$27.2M Sell
190,231
-6,096
-3% -$858K 0.29% 68
2026
Q1 		$25.7M Sell
196,327
-4,479
-2% -$644K 0.31% 65
2025
Q4 		$26.7M Sell
200,806
-3,770
-2% -$500K 0.31% 67
2025
Q3 		$26.8M Sell
204,576
-2,302
-1% -$314K 0.31% 67
2025
Q2 		$27.6M Sell
206,878
-1,814
-0.9% -$208K 0.34% 64
2025
Q1 		$22.9M Sell
208,692
-3,366
-2% -$406K 0.31% 72
2024
Q4 		$26.3M Sell
212,058
-2,960
-1% -$359K 0.32% 64
2024
Q3 		$23.5M Sell
215,018
-1,752
-0.8% -$189K 0.3% 71
2024
Q2 		$23.9M Sell
216,770
-4,057
-2% -$449K 0.35% 67
2024
Q1 		$25M Sell
220,827
-3,332
-1% -$342K 0.38% 63
2023
Q4 		$21.8M Sell
224,159
-10,761
-5% -$985K 0.36% 66
2023
Q3 		$22.7M Sell
234,920
-18,215
-7% -$1.73M 0.43% 59
2023
Q2 		$22.9M Buy
+253,135
New +$21.3M 0.42% 61
2022
Q1 		– Sell
-5,064
Closed -$471K – 424
2021
Q4 		$471K Buy
+5,064
New +$477K 0.02% 293
2019
Q2 		– Sell
-4,482
Closed -$307K – 149
2019
Q1 		$307K Buy
+4,482
New +$295K 0.06% 104

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

Modera Wealth Management's EMR Position: Q2 2026 in Review

Modera Wealth Management reduced its Emerson Electric (EMR) stake by 3.1% in Q2 2026, selling an estimated $858K and leaving 190,231 shares worth $27.2M. The position accounts for 0.29% of the portfolio, ranked #68.

Modera Wealth Management first reported a position in EMR in Q1 2019 and has held it in 15 quarters since. The position peaked at $27.6M in Q2 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Modera Wealth Management held 190,231 shares of Emerson Electric worth $27.2M as of Q2 2026.
  • Modera Wealth Management sold 6,096 Emerson Electric shares in Q2 2026, an estimated $858K.
  • Emerson Electric made up 0.29% of Modera Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Modera Wealth Management first reported a position in Emerson Electric in Q1 2019 and has held it in 15 quarters since.
  • Modera Wealth Management's Emerson Electric position peaked at $27.6M in Q2 2025.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.