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Quantum Financial Advisors’s Emerson Electric EMR Stock Holding History

Quantum 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 		$526K Sell
3,676
-26
-0.7% -$3.66K 0.05% 121
2026
Q1 		$485K Buy
3,702
+27
+0.7% +$3.88K 0.05% 107
2025
Q4 		$488K Buy
+3,675
New +$488K 0.05% 115
2025
Q1 		– Sell
-2,598
Closed -$322K – 183
2024
Q4 		$322K Hold
2,598
– – 0.05% 119
2024
Q3 		$284K Buy
+2,598
New +$280K 0.04% 132

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

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

Quantum Financial Advisors reduced its Emerson Electric (EMR) stake by 0.7% in Q2 2026, selling an estimated $3.66K and leaving 3,676 shares worth $526K. The position accounts for 0.05% of the portfolio, ranked #121.

Quantum Financial Advisors first reported a position in EMR in Q3 2024 and has held it in 5 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Quantum Financial Advisors held 3,676 shares of Emerson Electric worth $526K as of Q2 2026.
  • Quantum Financial Advisors sold 26 Emerson Electric shares in Q2 2026, an estimated $3.66K.
  • Emerson Electric made up 0.05% of Quantum Financial Advisors's portfolio in Q2 2026, its #121 holding.
  • Quantum Financial Advisors first reported a position in Emerson Electric in Q3 2024 and has held it in 5 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.