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Roehl & Yi Investment Advisors’s Emerson Electric EMR Stock Holding History

Roehl & Yi 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
2026
Q2 		$240K Sell
1,680
-45
-3% -$6.33K 0.08% 167
2026
Q1 		$226K Sell
1,725
-12
-0.7% -$1.73K 0.08% 156
2025
Q4 		$231K Buy
1,737
+67
+4% +$8.89K 0.09% 144
2025
Q3 		$219K Hold
1,670
– – 0.1% 145
2025
Q2 		$223K Sell
1,670
-966
-37% -$111K 0.11% 137
2025
Q1 		$289K Buy
2,636
+19
+0.7% +$2.29K 0.16% 118
2024
Q4 		$324K Buy
+2,617
New +$317K 0.18% 109

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

Roehl & Yi Investment Advisors's EMR Position: Q2 2026 in Review

Roehl & Yi Investment Advisors reduced its Emerson Electric (EMR) stake by 2.6% in Q2 2026, selling an estimated $6.33K and leaving 1,680 shares worth $240K. The position accounts for 0.08% of the portfolio, ranked #167.

Roehl & Yi Investment Advisors first reported a position in EMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $324K in Q4 2024. 2,285 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Roehl & Yi Investment Advisors held 1,680 shares of Emerson Electric worth $240K as of Q2 2026.
  • Roehl & Yi Investment Advisors sold 45 Emerson Electric shares in Q2 2026, an estimated $6.33K.
  • Emerson Electric made up 0.08% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #167 holding.
  • Roehl & Yi Investment Advisors first reported a position in Emerson Electric in Q4 2024 and has held it in 7 quarters since.
  • Roehl & Yi Investment Advisors's Emerson Electric position peaked at $324K in Q4 2024.
  • 2,285 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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