SAG
EMR icon

SageView Advisory Group’s Emerson Electric EMR Stock Holding History

SageView Advisory Group’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 		$616K Sell
4,303
-180
-4% -$25.3K 0.02% 328
2026
Q1 		$587K Sell
4,483
-9,334
-68% -$1.34M 0.02% 321
2025
Q4 		$1.83M Buy
13,817
+354
+3% +$47K 0.06% 160
2025
Q3 		$1.77M Buy
13,463
+9,839
+271% +$1.34M 0.06% 177
2025
Q2 		$542K Sell
3,624
-187
-5% -$21.5K 0.02% 357
2025
Q1 		$418K Sell
3,811
-109
-3% -$13.1K 0.02% 381
2024
Q4 		$486K Buy
3,920
+176
+5% +$21.3K 0.02% 346
2024
Q3 		$409K Sell
3,744
-1,301
-26% -$140K 0.02% 327
2024
Q2 		$556K Sell
5,045
-140
-3% -$15.5K 0.03% 319
2024
Q1 		$588K Sell
5,185
-6,342
-55% -$651K 0.03% 290
2023
Q4 		$1.09M Sell
11,527
-2,336
-17% -$214K 0.05% 238
2023
Q3 		$1.34M Sell
13,863
-2,777
-17% -$264K 0.08% 173
2023
Q2 		$1.5M Buy
16,640
+1,117
+7% +$94K 0.08% 156
2023
Q1 		$1.35M Buy
15,523
+11,738
+310% +$1.03M 0.09% 160
2022
Q4 		$364K Buy
+3,785
New +$340K 0.03% 295

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

SageView Advisory Group's EMR Position: Q2 2026 in Review

SageView Advisory Group reduced its Emerson Electric (EMR) stake by 4% in Q2 2026, selling an estimated $25.3K and leaving 4,303 shares worth $616K. The position accounts for 0.02% of the portfolio, ranked #328.

SageView Advisory Group first reported a position in EMR in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.83M in Q4 2025. 2,292 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • SageView Advisory Group held 4,303 shares of Emerson Electric worth $616K as of Q2 2026.
  • SageView Advisory Group sold 180 Emerson Electric shares in Q2 2026, an estimated $25.3K.
  • Emerson Electric made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #328 holding.
  • SageView Advisory Group first reported a position in Emerson Electric in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's Emerson Electric position peaked at $1.83M in Q4 2025.
  • 2,292 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.