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Moss Adams Wealth Advisors’s Emerson Electric EMR Stock Holding History

Moss Adams 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 		$291K Sell
2,031
-33
-2% -$4.64K 0.02% 227
2026
Q1 		$270K Buy
2,064
+108
+6% +$15.5K 0.02% 221
2025
Q4 		$260K Buy
1,956
+29
+2% +$3.85K 0.02% 217
2025
Q3 		$253K Buy
1,927
+38
+2% +$5.18K 0.02% 210
2025
Q2 		$252K Sell
1,889
-142
-7% -$16.3K 0.02% 215
2025
Q1 		$223K Buy
2,031
+410
+25% +$49.4K 0.02% 195
2024
Q4 		$201K Buy
+1,621
New +$197K 0.02% 200

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

Moss Adams Wealth Advisors's EMR Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Emerson Electric (EMR) stake by 1.6% in Q2 2026, selling an estimated $4.64K and leaving 2,031 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #227.

Moss Adams Wealth Advisors first reported a position in EMR in Q4 2024 and has held it in 7 quarters since. 2,292 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Moss Adams Wealth Advisors held 2,031 shares of Emerson Electric worth $291K as of Q2 2026.
  • Moss Adams Wealth Advisors sold 33 Emerson Electric shares in Q2 2026, an estimated $4.64K.
  • Emerson Electric made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #227 holding.
  • Moss Adams Wealth Advisors first reported a position in Emerson Electric in Q4 2024 and has held it in 7 quarters since.
  • 2,292 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.