Opal Wealth Advisors’s Emerson Electric EMR Stock Holding History

Opal 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	–	Sell	-466	Closed	-$61K	–	341
2026 Q1	$61K	Buy	+466	New	+$67K	0.01%	364
2025 Q3	–	Sell	-686	Closed	-$91.5K	–	308
2025 Q2	$91.5K	Buy	686 +85	+14%	+$9.75K	0.03%	287
2025 Q1	$65.9K	Buy	+601	New	+$72.5K	0.02%	319
2024 Q3	–	Sell	-667	Closed	-$73.4K	–	490
2024 Q2	$73.4K	Buy	+667	New	+$73.8K	0.02%	309

Other funds holding EMR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Opal Wealth Advisors's EMR Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Emerson Electric (EMR) in Q2 2026, closing a stake of 466 shares — an estimated $61K sold.

Opal Wealth Advisors first reported a position in EMR in Q2 2024 and held it in 4 quarters. The position peaked at $91.5K in Q2 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Opal Wealth Advisors reported no remaining Emerson Electric position as of Q2 2026 after selling out during the quarter.
Opal Wealth Advisors sold 466 Emerson Electric shares in Q2 2026, an estimated $61K.
Opal Wealth Advisors first reported a position in Emerson Electric in Q2 2024 and held it in 4 quarters.
Opal Wealth Advisors's Emerson Electric position peaked at $91.5K in Q2 2025.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.