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Soltis Investment Advisors’s Emerson Electric EMR Stock Holding History

Soltis 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 		$917K Buy
6,404
+114
+2% +$16K 0.05% 257
2026
Q1 		$824K Buy
6,290
+33
+0.5% +$4.75K 0.05% 250
2025
Q4 		$830K Buy
6,257
+3,139
+101% +$416K 0.05% 237
2025
Q3 		$409K Sell
3,118
-10
-0.3% -$1.36K 0.03% 331
2025
Q2 		$417K Buy
3,128
+466
+18% +$53.5K 0.03% 276
2025
Q1 		$292K Buy
2,662
+99
+4% +$11.9K 0.03% 309
2024
Q4 		$318K Buy
2,563
+117
+5% +$14.2K 0.03% 279
2024
Q3 		$268K Sell
2,446
-79
-3% -$8.5K 0.03% 295
2024
Q2 		$278K Buy
2,525
+112
+5% +$12.4K 0.03% 272
2024
Q1 		$274K Buy
2,413
+51
+2% +$5.24K 0.03% 256
2023
Q4 		$230K Sell
2,362
-36
-2% -$3.3K 0.03% 258
2023
Q3 		$232K Buy
+2,398
New +$228K 0.03% 243
2023
Q1 		– Sell
-2,753
Closed -$264K – 265
2022
Q4 		$264K Sell
2,753
-91
-3% -$8.18K 0.03% 212
2022
Q3 		$208K Sell
2,844
-55
-2% -$4.57K 0.03% 216
2022
Q2 		$231K Buy
2,899
+33
+1% +$2.91K 0.03% 212
2022
Q1 		$281K Buy
2,866
+11
+0.4% +$1.04K 0.04% 209
2021
Q4 		$265K Sell
2,855
-242
-8% -$22.8K 0.04% 225
2021
Q3 		$292K Buy
3,097
+26
+0.8% +$2.59K 0.05% 195
2021
Q2 		$296K Sell
3,071
-12,389
-80% -$1.16M 0.05% 199
2021
Q1 		$1.4M Buy
15,460
+2,171
+16% +$187K 0.25% 79
2020
Q4 		$1.07M Buy
13,289
+1,754
+15% +$130K 0.2% 85
2020
Q3 		$756K Buy
11,535
+1,461
+15% +$96.2K 0.18% 99
2020
Q2 		$625K Buy
10,074
+4,178
+71% +$237K 0.16% 98
2020
Q1 		$281K Buy
5,896
+479
+9% +$31.5K 0.09% 125
2019
Q4 		$413K Buy
+5,417
New +$390K 0.08% 99

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 $3.38T AUM 44.17% 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

Soltis Investment Advisors's EMR Position: Q2 2026 in Review

Soltis Investment Advisors increased its Emerson Electric (EMR) stake by 1.8% in Q2 2026, buying an estimated $16K and bringing the position to 6,404 shares worth $917K. The position accounts for 0.05% of the portfolio, ranked #257.

Soltis Investment Advisors first reported a position in EMR in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.4M in Q1 2021. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Soltis Investment Advisors held 6,404 shares of Emerson Electric worth $917K as of Q2 2026.
  • Soltis Investment Advisors bought 114 Emerson Electric shares in Q2 2026, an estimated $16K.
  • Emerson Electric made up 0.05% of Soltis Investment Advisors's portfolio in Q2 2026, its #257 holding.
  • Soltis Investment Advisors first reported a position in Emerson Electric in Q4 2019 and has held it in 25 quarters since.
  • Soltis Investment Advisors's Emerson Electric position peaked at $1.4M in Q1 2021.
  • 2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.