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Phoenix Financial’s Emerson Electric EMR Stock Holding History

Phoenix Financial’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 		$196M Buy
1,367,937
+46,371
+4% +$6.53M 1.34% 21
2026
Q1 		$173M Buy
1,321,566
+1,314,656
+19,025% +$189M 1.64% 18
2025
Q4 		$923K Buy
6,910
+571
+9% +$75.7K 0.01% 236
2025
Q3 		$832K Sell
6,339
-3,456
-35% -$471K 0.01% 243
2025
Q2 		$1.3M Sell
9,795
-3,214
-25% -$369K 0.02% 209
2025
Q1 		$1.43M Buy
13,009
+8,556
+192% +$1.03M 0.02% 193
2024
Q4 		$552K Sell
4,453
-40
-0.9% -$4.85K 0.01% 253
2024
Q3 		$492K Buy
4,493
+465
+12% +$50K 0.01% 254
2024
Q2 		$438K Buy
4,028
+849
+27% +$93.9K 0.01% 259
2024
Q1 		$360K Buy
+3,179
New +$327K 0.01% 304
2023
Q3 		– Sell
-7,696
Closed -$685K – 336
2023
Q2 		$685K Buy
7,696
+4,724
+159% +$398K 0.01% 233
2023
Q1 		$252K Buy
+2,972
New +$260K 0.01% 254
2020
Q4 		– Sell
-16,075
Closed -$988K – 382
2020
Q3 		$988K Sell
16,075
-3,603
-18% -$237K 0.04% 200
2020
Q2 		$1.15M Sell
19,678
-13,198
-40% -$750K 0.05% 194
2020
Q1 		$1.52M Buy
+32,876
New +$2.16M 0.08% 174

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

Phoenix Financial's EMR Position: Q2 2026 in Review

Phoenix Financial increased its Emerson Electric (EMR) stake by 3.5% in Q2 2026, buying an estimated $6.53M and bringing the position to 1,367,937 shares worth $196M. The position accounts for 1.34% of the portfolio, ranked #21.

Phoenix Financial first reported a position in EMR in Q1 2020 and has held it in 15 quarters since. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Phoenix Financial held 1,367,937 shares of Emerson Electric worth $196M as of Q2 2026.
  • Phoenix Financial bought 46,371 Emerson Electric shares in Q2 2026, an estimated $6.53M.
  • Emerson Electric made up 1.34% of Phoenix Financial's portfolio in Q2 2026, its #21 holding.
  • Phoenix Financial first reported a position in Emerson Electric in Q1 2020 and has held it in 15 quarters since.
  • 2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.