SS&H Financial Advisors’s Emerson Electric EMR Stock Holding History

SS&H Financial 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	$1.99M	Buy	+13,900	New	+$1.96M	0.51%	47
2025 Q4	$1.91M	Hold	14,400	–	–	0.56%	46
2025 Q3	$1.89M	Hold	14,400	–	–	0.57%	43
2025 Q2	$1.92M	Buy	14,400 +4,600	+47%	+$528K	0.64%	41
2025 Q1	$1.07M	Hold	9,800	–	–	0.4%	58
2024 Q4	$1.22M	Hold	9,800	–	–	0.44%	54
2024 Q3	$1.07M	Hold	9,800	–	–	0.39%	60
2024 Q2	$1.08M	Hold	9,800	–	–	0.42%	55
2024 Q1	$1.11M	Sell	9,800 -4,800	-33%	-$493K	0.46%	55
2023 Q4	$1.42M	Hold	14,600	–	–	0.6%	46
2023 Q3	$1.41M	Buy	+14,600	New	+$1.39M	0.66%	46
2023 Q1	$1.27M	Hold	14,600	–	–	0.58%	49
2022 Q4	$1.4M	Hold	14,600	–	–	0.67%	44
2022 Q3	$1.07M	Hold	14,600	–	–	0.55%	54
2022 Q2	$1.16M	Sell	14,600 -15	-0.1%	-$1.32K	0.54%	53
2022 Q1	$1.43M	Buy	+14,615	New	+$1.38M	0.56%	53

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

SS&H Financial Advisors's EMR Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Emerson Electric (EMR) in Q2 2026: 13,900 shares worth $1.99M. The stake represents 0.51% of the portfolio and ranks #47 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in EMR as recently as Q4 2025.

SS&H Financial Advisors first reported a position in EMR in Q1 2022 and has held it in 16 quarters since. 2,286 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

SS&H Financial Advisors held 13,900 shares of Emerson Electric worth $1.99M as of Q2 2026.
Emerson Electric was a new SS&H Financial Advisors position in Q2 2026.
Emerson Electric made up 0.51% of SS&H Financial Advisors's portfolio in Q2 2026, its #47 holding.
SS&H Financial Advisors first reported a position in Emerson Electric in Q1 2022 and has held it in 16 quarters since.
2,286 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.