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Regal Investment Advisors’s Emerson Electric EMR Stock Holding History

Regal Investment 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
2019
Q2 		– Sell
-600
Closed -$41K – 330
2019
Q1 		$41K Buy
+600
New +$39.5K 0.01% 329

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

Regal Investment Advisors's EMR Position: Q2 2026 in Review

Regal Investment Advisors reduced its Emerson Electric (EMR) stake by 4.9% in Q2 2026, selling an estimated $486K and leaving 66,586 shares worth $9.53M. The position accounts for 0.5% of the portfolio, ranked #44.

Regal Investment Advisors first reported a position in EMR in Q2 2013 and has held it in 49 quarters since. The position peaked at $10.9M in Q1 2024. 2,290 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Regal Investment Advisors held 66,586 shares of Emerson Electric worth $9.53M as of Q2 2026.
  • Regal Investment Advisors sold 3,455 Emerson Electric shares in Q2 2026, an estimated $486K.
  • Emerson Electric made up 0.5% of Regal Investment Advisors's portfolio in Q2 2026, its #44 holding.
  • Regal Investment Advisors first reported a position in Emerson Electric in Q2 2013 and has held it in 49 quarters since.
  • Regal Investment Advisors's Emerson Electric position peaked at $10.9M in Q1 2024.
  • 2,290 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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