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Perennial Investment Advisors’s Emerson Electric EMR Stock Holding History

Perennial 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 		$291K Buy
2,032
+183
+10% +$25.8K 0.02% 448
2026
Q1 		$242K Sell
1,849
-97
-5% -$13.9K 0.02% 444
2025
Q4 		$258K Buy
1,946
+27
+1% +$3.58K 0.02% 412
2025
Q3 		$252K Buy
1,919
+123
+7% +$16.8K 0.02% 406
2025
Q2 		$240K Sell
1,796
-402
-18% -$46.1K 0.02% 409
2025
Q1 		$241K Buy
2,198
+27
+1% +$3.25K 0.03% 366
2024
Q4 		$269K Buy
2,171
+121
+6% +$14.7K 0.03% 324
2024
Q3 		$224K Buy
2,050
+3
+0.1% +$323 0.03% 344
2024
Q2 		$226K Buy
+2,047
New +$226K 0.03% 328

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 $3.38T AUM 44.17% 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

Perennial Investment Advisors's EMR Position: Q2 2026 in Review

Perennial Investment Advisors increased its Emerson Electric (EMR) stake by 9.9% in Q2 2026, buying an estimated $25.8K and bringing the position to 2,032 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #448.

Perennial Investment Advisors first reported a position in EMR in Q2 2024 and has held it in 9 quarters since. 2,298 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Perennial Investment Advisors held 2,032 shares of Emerson Electric worth $291K as of Q2 2026.
  • Perennial Investment Advisors bought 183 Emerson Electric shares in Q2 2026, an estimated $25.8K.
  • Emerson Electric made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #448 holding.
  • Perennial Investment Advisors first reported a position in Emerson Electric in Q2 2024 and has held it in 9 quarters since.
  • 2,298 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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