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Simon Quick Advisors’s Emerson Electric EMR Stock Holding History

Simon Quick 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 		$4.47M Buy
31,234
+242
+0.8% +$34.1K 0.18% 87
2026
Q1 		$4.06M Sell
30,992
-2,223
-7% -$320K 0.19% 88
2025
Q4 		$4.41M Buy
33,215
+128
+0.4% +$17K 0.19% 80
2025
Q3 		$4.34M Buy
33,087
+3,682
+13% +$502K 0.2% 78
2025
Q2 		$3.92M Buy
29,405
+25,712
+696% +$2.95M 0.2% 80
2025
Q1 		$405K Buy
3,693
+796
+27% +$96K 0.02% 349
2024
Q4 		$359K Buy
2,897
+75
+3% +$9.1K 0.02% 325
2024
Q3 		$309K Buy
2,822
+781
+38% +$84K 0.02% 320
2024
Q2 		$225K Buy
2,041
+135
+7% +$14.9K 0.02% 344
2024
Q1 		$216K Buy
+1,906
New +$196K 0.02% 375
2022
Q2 		– Sell
-317
Closed -$31K – 247
2022
Q1 		$31K Buy
317
+5
+2% +$473 0.01% 249
2021
Q4 		$29K Sell
312
-15
-5% -$1.41K 0.01% 261
2021
Q3 		$30K Buy
327
+15
+5% +$1.5K 0.01% 291
2021
Q2 		$30K Hold
312
– – 0.01% 298
2021
Q1 		$28K Buy
312
+125
+67% +$10.8K 0.01% 325
2020
Q4 		$15K Sell
187
-100
-35% -$7.43K ﹤0.01% 346
2020
Q3 		$19K Sell
287
-213
-43% -$14K 0.01% 306
2020
Q2 		$31K Hold
500
– – 0.01% 252
2020
Q1 		$24K Sell
500
-126
-20% -$8.3K 0.01% 265
2019
Q4 		$48K Buy
626
+126
+25% +$9.08K 0.02% 228
2019
Q3 		$33K Buy
500
+474
+1,823% +$29.8K 0.01% 208
2019
Q2 		$1.74K Sell
26
-474
-95% -$31.8K ﹤0.01% 376
2019
Q1 		$34K Hold
500
– – 0.01% 248
2018
Q4 		$30K Buy
+500
New +$33.7K 0.01% 228
2018
Q1 		– Sell
-43
Closed -$3K – 341
2017
Q4 		$3K Sell
43
-457
-91% -$29.6K ﹤0.01% 386
2017
Q3 		$31K Hold
500
– – 0.01% 321
2017
Q2 		$30K Buy
+500
New +$29.6K 0.02% 154

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

Simon Quick Advisors's EMR Position: Q2 2026 in Review

Simon Quick Advisors increased its Emerson Electric (EMR) stake by 0.78% in Q2 2026, buying an estimated $34.1K and bringing the position to 31,234 shares worth $4.47M. The position accounts for 0.18% of the portfolio, ranked #87.

Simon Quick Advisors first reported a position in EMR in Q2 2017 and has held it in 27 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Simon Quick Advisors held 31,234 shares of Emerson Electric worth $4.47M as of Q2 2026.
  • Simon Quick Advisors bought 242 Emerson Electric shares in Q2 2026, an estimated $34.1K.
  • Emerson Electric made up 0.18% of Simon Quick Advisors's portfolio in Q2 2026, its #87 holding.
  • Simon Quick Advisors first reported a position in Emerson Electric in Q2 2017 and has held it in 27 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.