Plan Group Financial’s Emerson Electric EMR Stock Holding History

Plan Group 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	$388K	Sell	2,713 -1,297	-32%	-$183K	0.08%	142
2026 Q1	$525K	Sell	4,010 -608	-13%	-$87.4K	0.12%	122
2025 Q4	$613K	Sell	4,618 -1,537	-25%	-$204K	0.16%	109
2025 Q3	$807K	Buy	6,155 +205	+3%	+$27.9K	0.22%	97
2025 Q2	$793K	Buy	5,950 +1,251	+27%	+$144K	0.26%	91
2025 Q1	$515K	Buy	4,699 +1,651	+54%	+$199K	0.18%	97
2024 Q4	$378K	Buy	3,048 +145	+5%	+$17.6K	0.2%	80
2024 Q3	$317K	Buy	+2,903	New	+$312K	0.17%	87

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

Plan Group Financial's EMR Position: Q2 2026 in Review

Plan Group Financial reduced its Emerson Electric (EMR) stake by 32% in Q2 2026, selling an estimated $183K and leaving 2,713 shares worth $388K. The position accounts for 0.08% of the portfolio, ranked #142.

Plan Group Financial first reported a position in EMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $807K in Q3 2025. 2,289 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Plan Group Financial held 2,713 shares of Emerson Electric worth $388K as of Q2 2026.
Plan Group Financial sold 1,297 Emerson Electric shares in Q2 2026, an estimated $183K.
Emerson Electric made up 0.08% of Plan Group Financial's portfolio in Q2 2026, its #142 holding.
Plan Group Financial first reported a position in Emerson Electric in Q3 2024 and has held it in 8 quarters since.
Plan Group Financial's Emerson Electric position peaked at $807K in Q3 2025.
2,289 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.