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Principia Wealth Advisory’s Emerson Electric EMR Stock Holding History

Principia Wealth Advisory’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 		$7.73K Buy
54
+24
+80% +$3.38K ﹤0.01% 284
2026
Q1 		$3.93K Sell
30
-1
-3% -$144 ﹤0.01% 347
2025
Q4 		$4.11K Buy
31
+5
+19% +$663 ﹤0.01% 310
2025
Q3 		$3.41K Buy
26
+7
+37% +$954 ﹤0.01% 335
2025
Q2 		$2.53K Buy
19
+3
+19% +$344 ﹤0.01% 337
2025
Q1 		$1.67K Buy
16
+2
+14% +$241 ﹤0.01% 314
2024
Q4 		$1.74K Buy
+14
New +$1.7K ﹤0.01% 266

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

Principia Wealth Advisory's EMR Position: Q2 2026 in Review

Principia Wealth Advisory increased its Emerson Electric (EMR) stake by 80% in Q2 2026, buying an estimated $3.38K and bringing the position to 54 shares worth $7.73K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Principia Wealth Advisory first reported a position in EMR in Q4 2024 and has held it in 7 quarters since. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Principia Wealth Advisory held 54 shares of Emerson Electric worth $7.73K as of Q2 2026.
  • Principia Wealth Advisory bought 24 Emerson Electric shares in Q2 2026, an estimated $3.38K.
  • Emerson Electric made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #284 holding.
  • Principia Wealth Advisory first reported a position in Emerson Electric in Q4 2024 and has held it in 7 quarters since.
  • 2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.