Plotkin Financial Advisors’s Emerson Electric EMR Stock Holding History

Plotkin Financial 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	$330K	Hold	2,304	–	–	0.14%	80
2026 Q1	$302K	Buy	2,304 +38	+2%	+$5.46K	0.15%	79
2025 Q4	$301K	Hold	2,266	–	–	0.15%	77
2025 Q3	$297K	Hold	2,266	–	–	0.15%	76
2025 Q2	$302K	Hold	2,266	–	–	0.17%	74
2025 Q1	$248K	Hold	2,266	–	–	0.15%	79
2024 Q4	$281K	Hold	2,266	–	–	0.17%	74
2024 Q3	$248K	Hold	2,266	–	–	0.15%	81
2024 Q2	$250K	Hold	2,266	–	–	0.16%	75
2024 Q1	$257K	Hold	2,266	–	–	0.17%	74
2023 Q4	$221K	Hold	2,266	–	–	0.17%	75
2023 Q3	$219K	Hold	2,266	–	–	0.19%	65
2023 Q2	$205K	Buy	+2,266	New	+$191K	0.17%	77
2023 Q1	–	Sell	-2,266	Closed	-$218K	–	74
2022 Q4	$218K	Buy	+2,266	New	+$204K	0.22%	63
2022 Q2	–	Sell	-2,266	Closed	-$222K	–	72
2022 Q1	$222K	Hold	2,266	–	–	0.16%	71
2021 Q4	$211K	Hold	2,266	–	–	0.13%	81
2021 Q3	$213K	Hold	2,266	–	–	0.13%	87
2021 Q2	$218K	Hold	2,266	–	–	0.12%	93
2021 Q1	$204K	Buy	+2,266	New	+$195K	0.13%	77

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

Plotkin Financial Advisors's EMR Position: Q2 2026 in Review

Plotkin Financial Advisors held its Emerson Electric (EMR) position steady in Q2 2026 at 2,304 shares worth $330K. The position accounts for 0.14% of the portfolio, ranked #80.

Plotkin Financial Advisors first reported a position in EMR in Q1 2021 and has held it in 19 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Plotkin Financial Advisors held 2,304 shares of Emerson Electric worth $330K as of Q2 2026.
Plotkin Financial Advisors left its Emerson Electric share count unchanged in Q2 2026.
Emerson Electric made up 0.14% of Plotkin Financial Advisors's portfolio in Q2 2026, its #80 holding.
Plotkin Financial Advisors first reported a position in Emerson Electric in Q1 2021 and has held it in 19 quarters since.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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