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SkyOak Wealth’s Emerson Electric EMR Stock Holding History

SkyOak Wealth’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 		$3.4M Sell
23,736
-388
-2% -$54.6K 0.56% 45
2026
Q1 		$3.16M Sell
24,124
-381
-2% -$54.8K 0.58% 45
2025
Q4 		$3.25M Sell
24,505
-96
-0.4% -$12.7K 0.59% 43
2025
Q3 		$3.23M Sell
24,601
-462
-2% -$63K 0.61% 41
2025
Q2 		$3.34M Hold
25,063
– – 0.67% 40
2025
Q1 		$2.75M Sell
25,063
-113
-0.4% -$13.6K 0.6% 46
2024
Q4 		$3.12M Sell
25,176
-282
-1% -$34.2K 0.67% 39
2024
Q3 		$2.78M Sell
25,458
-20
-0.1% -$2.15K 0.62% 44
2024
Q2 		$2.81M Sell
25,478
-373
-1% -$41.2K 0.66% 39
2024
Q1 		$2.93M Sell
25,851
-256
-1% -$26.3K 0.7% 35
2023
Q4 		$2.54M Sell
26,107
-417
-2% -$38.2K 0.66% 36
2023
Q3 		$2.56M Sell
26,524
-263
-1% -$25K 0.75% 34
2023
Q2 		$2.42M Sell
26,787
-1,039
-4% -$87.4K 0.68% 39
2023
Q1 		$2.42M Sell
27,826
-190
-0.7% -$16.6K 0.74% 35
2022
Q4 		$2.69M Hold
28,016
– – 0.9% 29
2022
Q3 		$2.05M Sell
28,016
-561
-2% -$46.6K 0.74% 38
2022
Q2 		$2.27M Sell
28,577
-144
-0.5% -$12.7K 0.78% 36
2022
Q1 		$2.82M Sell
28,721
-69
-0.2% -$6.53K 0.78% 38
2021
Q4 		$2.68M Buy
28,790
+140
+0.5% +$13.2K 0.68% 46
2021
Q3 		$2.7M Buy
28,650
+6
+0% +$599 0.73% 36
2021
Q2 		$2.76M Sell
28,644
-639
-2% -$60.1K 0.74% 36
2021
Q1 		$2.7M Sell
29,283
-306
-1% -$26.3K 0.75% 37
2020
Q4 		$2.38M Sell
29,589
-342
-1% -$25.4K 0.74% 43
2020
Q3 		$1.96M Sell
29,931
-663
-2% -$43.7K 0.71% 44
2020
Q2 		$1.9M Sell
30,594
-105
-0.3% -$5.96K 0.7% 37
2020
Q1 		$1.46M Sell
30,699
-2,253
-7% -$148K 0.75% 36
2019
Q4 		$2.51M Buy
+32,952
New +$2.37M 0.78% 36

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

SkyOak Wealth's EMR Position: Q2 2026 in Review

SkyOak Wealth reduced its Emerson Electric (EMR) stake by 1.6% in Q2 2026, selling an estimated $54.6K and leaving 23,736 shares worth $3.4M. The position accounts for 0.56% of the portfolio, ranked #45.

SkyOak Wealth first reported a position in EMR in Q4 2019 and has held it in 27 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • SkyOak Wealth held 23,736 shares of Emerson Electric worth $3.4M as of Q2 2026.
  • SkyOak Wealth sold 388 Emerson Electric shares in Q2 2026, an estimated $54.6K.
  • Emerson Electric made up 0.56% of SkyOak Wealth's portfolio in Q2 2026, its #45 holding.
  • SkyOak Wealth first reported a position in Emerson Electric in Q4 2019 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 SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.