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Moneta Group Investment Advisors’s Emerson Electric EMR Stock Holding History

Moneta Group Investment 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 		$14.5M Sell
101,606
-45,122
-31% -$6.35M 0.11% 99
2026
Q1 		$19.2M Buy
146,728
+2,375
+2% +$342K 0.14% 77
2025
Q4 		$19.2M Buy
144,353
+5,143
+4% +$682K 0.15% 75
2025
Q3 		$18.3M Buy
139,210
+1,556
+1% +$212K 0.15% 75
2025
Q2 		$18.4M Buy
137,654
+3,940
+3% +$452K 0.22% 64
2025
Q1 		$14.7M Buy
133,714
+242
+0.2% +$29.2K 0.2% 68
2024
Q4 		$16.5M Buy
133,472
+12,141
+10% +$1.47M 0.23% 64
2024
Q3 		$13.3M Sell
121,331
-7,525
-6% -$810K 0.19% 71
2024
Q2 		$14.2M Sell
128,856
-136
-0.1% -$15K 0.23% 65
2024
Q1 		$14.6M Buy
128,992
+57,956
+82% +$5.95M 0.24% 66
2023
Q4 		$6.91M Buy
71,036
+4,109
+6% +$376K 0.14% 84
2023
Q3 		$6.46M Sell
66,927
-888
-1% -$84.6K 0.15% 80
2023
Q2 		$6.13M Buy
67,815
+2,895
+4% +$244K 0.14% 89
2023
Q1 		$5.66M Buy
64,920
+1,175
+2% +$103K 0.14% 93
2022
Q4 		$5.75M Buy
63,745
+12,106
+23% +$1.09M 0.16% 91
2022
Q3 		$3.78M Sell
51,639
-101,743
-66% -$8.45M 0.14% 99
2022
Q2 		$12.2M Buy
153,382
+124,468
+430% +$11M 0.42% 55
2022
Q1 		$2.83M Buy
28,914
+2,293
+9% +$217K 0.11% 114
2021
Q4 		$2.48M Buy
26,621
+5,963
+29% +$561K 0.1% 125
2021
Q3 		$1.95M Buy
20,658
+2,235
+12% +$223K 0.09% 130
2021
Q2 		$1.77M Sell
18,423
-65
-0.4% -$6.11K 0.08% 144
2021
Q1 		$1.67M Buy
18,488
+4,627
+33% +$398K 0.09% 136
2020
Q4 		$1.11M Buy
13,861
+4,100
+42% +$305K 0.08% 136
2020
Q3 		$640K Buy
9,761
+3,006
+45% +$198K 0.06% 153
2020
Q2 		$419K Buy
6,755
+417
+7% +$23.7K 0.04% 183
2020
Q1 		$302K Sell
6,338
-1,438
-18% -$94.7K 0.03% 199
2019
Q4 		$593K Sell
7,776
-61
-0.8% -$4.4K 0.05% 157
2019
Q3 		$524K Buy
7,837
+283
+4% +$17.8K 0.05% 162
2019
Q2 		$504K Sell
7,554
-1,633
-18% -$109K 0.05% 156
2019
Q1 		$629K Buy
9,187
+1,170
+15% +$76.9K 0.07% 128
2018
Q4 		$479K Sell
8,017
-2,956
-27% -$199K 0.06% 137
2018
Q3 		$840K Sell
10,973
-6,337
-37% -$467K 0.09% 112
2018
Q2 		$1.2M Sell
17,310
-7,407
-30% -$521K 0.13% 97
2018
Q1 		$781K Sell
24,717
-2,742
-10% -$195K 0.1% 91
2017
Q4 		$1.91M Buy
27,459
+19,592
+249% +$1.27M 0.29% 47
2017
Q3 		$494K Sell
7,867
-4,557
-37% -$275K 0.08% 118
2017
Q2 		$741K Buy
12,424
+3,874
+45% +$230K 0.12% 100
2017
Q1 		$512K Hold
8,550
– – 0.1% 83
2016
Q4 		$477K Buy
8,550
+1,400
+20% +$75.3K 0.1% 92
2016
Q3 		$390K Sell
7,150
-8,480
-54% -$454K 0.09% 92
2016
Q2 		$815K Buy
15,630
+3,200
+26% +$170K 0.18% 80
2016
Q1 		$676K Buy
12,430
+6,030
+94% +$291K 0.15% 87
2015
Q4 		$306K Sell
6,400
-485
-7% -$23.1K 0.08% 108
2015
Q3 		$304K Sell
6,885
-1,870
-21% -$92K 0.08% 101
2015
Q2 		$485K Sell
8,755
-3,473
-28% -$204K 0.15% 77
2015
Q1 		$692K Buy
12,228
+297
+2% +$17.3K 0.3% 67
2014
Q4 		$737K Sell
11,931
-713
-6% -$44.7K 0.35% 47
2014
Q3 		$791K Buy
12,644
+348
+3% +$22.6K 0.41% 38
2014
Q2 		$816K Sell
12,296
-45
-0.4% -$3.03K 0.44% 36
2014
Q1 		$824K Sell
12,341
-1,200
-9% -$79K 0.49% 33
2013
Q4 		$950K Sell
13,541
-430
-3% -$28.7K 0.57% 31
2013
Q3 		$904K Sell
13,971
-120
-0.9% -$7.34K 0.6% 34
2013
Q2 		$769K Buy
+14,091
New +$792K 0.54% 34

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

Moneta Group Investment Advisors's EMR Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Emerson Electric (EMR) stake by 31% in Q2 2026, selling an estimated $6.35M and leaving 101,606 shares worth $14.5M. The position accounts for 0.11% of the portfolio, ranked #99.

Moneta Group Investment Advisors first reported a position in EMR in Q2 2013 and has held it in 53 quarters since. The position peaked at $19.2M in Q1 2026. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Moneta Group Investment Advisors held 101,606 shares of Emerson Electric worth $14.5M as of Q2 2026.
  • Moneta Group Investment Advisors sold 45,122 Emerson Electric shares in Q2 2026, an estimated $6.35M.
  • Emerson Electric made up 0.11% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #99 holding.
  • Moneta Group Investment Advisors first reported a position in Emerson Electric in Q2 2013 and has held it in 53 quarters since.
  • Moneta Group Investment Advisors's Emerson Electric position peaked at $19.2M in Q1 2026.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.