PEWA
EMR icon

Pacific Excel Wealth Advisors’s Emerson Electric EMR Stock Holding History

Pacific Excel 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 		$992K Buy
+6,933
New +$976K 0.38% 59

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

Pacific Excel Wealth Advisors's EMR Position: Q2 2026 in Review

Pacific Excel Wealth Advisors opened a new position in Emerson Electric (EMR) in Q2 2026: 6,933 shares worth $992K. The stake represents 0.38% of the portfolio and ranks #59 among its holdings.

2,285 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Pacific Excel Wealth Advisors held 6,933 shares of Emerson Electric worth $992K as of Q2 2026.
  • Emerson Electric was a new Pacific Excel Wealth Advisors position in Q2 2026.
  • Emerson Electric made up 0.38% of Pacific Excel Wealth Advisors's portfolio in Q2 2026, its #59 holding.
  • 2,285 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.