PWA
EMR icon

Provenance Wealth Advisors’s Emerson Electric EMR Stock Holding History

Provenance Wealth 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 		$190K Buy
1,326
+11
+0.8% +$1.55K 0.02% 141
2026
Q1 		$172K Sell
1,315
-9
-0.7% -$1.29K 0.02% 129
2025
Q4 		$176K Hold
1,324
– – 0.02% 121
2025
Q3 		$174K Hold
1,324
– – 0.02% 130
2025
Q2 		$177K Sell
1,324
-50
-4% -$5.74K 0.03% 127
2025
Q1 		$151K Sell
1,374
-1,215
-47% -$146K 0.02% 147
2024
Q4 		$321K Sell
2,589
-8,704
-77% -$1.06M 0.04% 116
2024
Q3 		$1.24M Buy
11,293
+139
+1% +$15K 0.15% 54
2024
Q2 		$1.23M Buy
11,154
+4
+0% +$442 0.17% 50
2024
Q1 		$1.26M Buy
11,150
+145
+1% +$14.9K 0.18% 49
2023
Q4 		$1.07M Buy
11,005
+55
+0.5% +$5.04K 0.14% 58
2023
Q3 		$1.06M Buy
+10,950
New +$1.04M 0.17% 46

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 $3.37T AUM 44.26% 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

Provenance Wealth Advisors's EMR Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Emerson Electric (EMR) stake by 0.84% in Q2 2026, buying an estimated $1.55K and bringing the position to 1,326 shares worth $190K. The position accounts for 0.02% of the portfolio, ranked #141.

Provenance Wealth Advisors first reported a position in EMR in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q1 2024. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Provenance Wealth Advisors held 1,326 shares of Emerson Electric worth $190K as of Q2 2026.
  • Provenance Wealth Advisors bought 11 Emerson Electric shares in Q2 2026, an estimated $1.55K.
  • Emerson Electric made up 0.02% of Provenance Wealth Advisors's portfolio in Q2 2026, its #141 holding.
  • Provenance Wealth Advisors first reported a position in Emerson Electric in Q3 2023 and has held it in 12 quarters since.
  • Provenance Wealth Advisors's Emerson Electric position peaked at $1.26M in Q1 2024.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.