PlanVest Financial’s Emerson Electric EMR Stock Holding History

PlanVest 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	$28.6K	Hold	200	–	–	0.02%	294
2026 Q1	$26.2K	Buy	+200	New	+$28.8K	0.02%	289

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

PlanVest Financial's EMR Position: Q2 2026 in Review

PlanVest Financial held its Emerson Electric (EMR) position steady in Q2 2026 at 200 shares worth $28.6K. The position accounts for 0.02% of the portfolio, ranked #294.

PlanVest Financial first reported a position in EMR in Q1 2026 and has held it in 2 quarters since. 2,240 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

PlanVest Financial held 200 shares of Emerson Electric worth $28.6K as of Q2 2026.
PlanVest Financial left its Emerson Electric share count unchanged in Q2 2026.
Emerson Electric made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #294 holding.
PlanVest Financial first reported a position in Emerson Electric in Q1 2026 and has held it in 2 quarters since.
2,240 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.