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Sierra Summit Advisors’s Emerson Electric EMR Stock Holding History

Sierra Summit 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
3,675
-9
-0.2% -$1.27K 0.06% 166
2026
Q1 		$483K Buy
+3,684
New +$530K 0.07% 153
2024
Q1 		– Sell
-2,283
Closed -$222K – 169
2023
Q4 		$222K Buy
+2,283
New +$209K 0.06% 175

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

Sierra Summit Advisors's EMR Position: Q2 2026 in Review

Sierra Summit Advisors reduced its Emerson Electric (EMR) stake by 0.24% in Q2 2026, selling an estimated $1.27K and leaving 3,675 shares worth $526K. The position accounts for 0.06% of the portfolio, ranked #166.

Sierra Summit Advisors first reported a position in EMR in Q4 2023 and has held it in 3 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Sierra Summit Advisors held 3,675 shares of Emerson Electric worth $526K as of Q2 2026.
  • Sierra Summit Advisors sold 9 Emerson Electric shares in Q2 2026, an estimated $1.27K.
  • Emerson Electric made up 0.06% of Sierra Summit Advisors's portfolio in Q2 2026, its #166 holding.
  • Sierra Summit Advisors first reported a position in Emerson Electric in Q4 2023 and has held it in 3 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.