Sovereign Financial Group’s Emerson Electric EMR Stock Holding History

Sovereign Financial 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	$202K	Buy	+1,410	New	+$198K	0.03%	368
2026 Q1	–	Sell	-1,776	Closed	-$236K	–	370
2025 Q4	$236K	Buy	1,776 +43	+2%	+$5.7K	0.04%	302
2025 Q3	$227K	Buy	1,733 +24	+1%	+$3.27K	0.04%	297
2025 Q2	$228K	Buy	+1,709	New	+$196K	0.05%	280
2025 Q1	–	Sell	-1,807	Closed	-$224K	–	290
2024 Q4	$224K	Sell	1,807 -60	-3%	-$7.28K	0.05%	263
2024 Q3	$204K	Buy	+1,867	New	+$201K	0.05%	271
2024 Q2	–	Sell	-1,783	Closed	-$202K	–	282
2024 Q1	$202K	Buy	+1,783	New	+$183K	0.05%	276

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sovereign Financial Group's EMR Position: Q2 2026 in Review

Sovereign Financial Group opened a new position in Emerson Electric (EMR) in Q2 2026: 1,410 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #368 among its holdings. This is a return to the name: Sovereign Financial Group previously reported a position in EMR as recently as Q4 2025.

Sovereign Financial Group first reported a position in EMR in Q1 2024 and has held it in 7 quarters since. The position peaked at $236K in Q4 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Sovereign Financial Group held 1,410 shares of Emerson Electric worth $202K as of Q2 2026.
Emerson Electric was a new Sovereign Financial Group position in Q2 2026.
Emerson Electric made up 0.03% of Sovereign Financial Group's portfolio in Q2 2026, its #368 holding.
Sovereign Financial Group first reported a position in Emerson Electric in Q1 2024 and has held it in 7 quarters since.
Sovereign Financial Group's Emerson Electric position peaked at $236K in Q4 2025.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.