SIAP
EMR icon

Sterling Investment Advisors (Pennsylvania)’s Emerson Electric EMR Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$2.06M Sell
14,406
-459
-3% -$64.6K 0.34% 76
2026
Q1 		$1.95M Buy
14,865
+829
+6% +$119K 0.35% 72
2025
Q4 		$1.86M Buy
14,036
+4
+0% +$531 0.34% 74
2025
Q3 		$1.84M Sell
14,032
-222
-2% -$30.3K 0.36% 72
2025
Q2 		$1.9M Buy
14,254
+1,094
+8% +$126K 0.42% 69
2025
Q1 		$1.44M Buy
13,160
+755
+6% +$91K 0.35% 77
2024
Q4 		$1.54M Buy
12,405
+253
+2% +$30.7K 0.37% 71
2024
Q3 		$1.33M Buy
12,152
+5
+0% +$538 0.34% 71
2024
Q2 		$1.34M Buy
12,147
+5
+0% +$553 0.36% 69
2024
Q1 		$1.38M Buy
12,142
+4
+0% +$411 0.39% 68
2023
Q4 		$1.18M Sell
12,138
-14
-0.1% -$1.28K 0.37% 66
2023
Q3 		$1.17M Buy
12,152
+4
+0% +$381 0.41% 63
2023
Q2 		$1.1M Sell
12,148
-1,194
-9% -$100K 0.36% 71
2023
Q1 		$1.16M Buy
13,342
+26
+0.2% +$2.27K 0.39% 69
2022
Q4 		$1.28M Buy
13,316
+49
+0.4% +$4.41K 0.46% 65
2022
Q3 		$971K Sell
13,267
-477
-3% -$39.6K 0.36% 70
2022
Q2 		$1.09M Buy
13,744
+85
+0.6% +$7.49K 0.38% 68
2022
Q1 		$1.34M Buy
13,659
+405
+3% +$38.3K 0.38% 74
2021
Q4 		$1.23M Sell
13,254
-245
-2% -$23.1K 0.35% 76
2021
Q3 		$1.27M Buy
13,499
+4
+0% +$399 0.38% 74
2021
Q2 		$1.3M Sell
13,495
-195
-1% -$18.3K 0.38% 73
2021
Q1 		$1.24M Sell
13,690
-475
-3% -$40.9K 0.4% 73
2020
Q4 		$1.14M Buy
14,165
+157
+1% +$11.7K 0.39% 71
2020
Q3 		$919K Buy
14,008
+7
+0% +$461 0.35% 70
2020
Q2 		$868K Sell
14,001
-1,844
-12% -$105K 0.36% 72
2020
Q1 		$755K Buy
15,845
+8
+0.1% +$527 0.4% 67
2019
Q4 		$1.21M Buy
15,837
+5
+0% +$360 0.55% 55
2019
Q3 		$1.06M Sell
15,832
-743
-4% -$46.7K 0.54% 54
2019
Q2 		$1.11M Sell
16,575
-2,344
-12% -$157K 0.57% 55
2019
Q1 		$1.29M Buy
18,919
+506
+3% +$33.3K 0.66% 52
2018
Q4 		$1.1M Sell
18,413
-1,644
-8% -$111K 0.65% 48
2018
Q3 		$1.54M Sell
20,057
-593
-3% -$43.7K 0.81% 43
2018
Q2 		$1.43M Sell
20,650
-1,000
-5% -$70.3K 0.84% 42
2018
Q1 		$1.48M Buy
21,650
+400
+2% +$28.5K 0.91% 36
2017
Q4 		$1.48M Buy
21,250
+1,900
+10% +$123K 0.92% 36
2017
Q3 		$1.22M Hold
19,350
– – 0.81% 44
2017
Q2 		$1.15M Buy
19,350
+14,950
+340% +$886K 0.77% 47
2017
Q1 		$263K Hold
4,400
– – 0.19% 88
2016
Q4 		$245K Buy
+4,400
New +$237K 0.2% 84

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

Sterling Investment Advisors (Pennsylvania)'s EMR Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its Emerson Electric (EMR) stake by 3.1% in Q2 2026, selling an estimated $64.6K and leaving 14,406 shares worth $2.06M. The position accounts for 0.34% of the portfolio, ranked #76.

Sterling Investment Advisors (Pennsylvania) first reported a position in EMR in Q4 2016 and has held it in 39 quarters since. 2,285 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 14,406 shares of Emerson Electric worth $2.06M as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 459 Emerson Electric shares in Q2 2026, an estimated $64.6K.
  • Emerson Electric made up 0.34% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #76 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Emerson Electric in Q4 2016 and has held it in 39 quarters since.
  • 2,285 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.