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Steward Partners Investment Advisory’s Emerson Electric EMR Stock Holding History

Steward Partners Investment Advisory’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 		$9.33M Sell
65,156
-2,338
-3% -$329K 0.05% 361
2026
Q1 		$8.84M Sell
67,494
-16,625
-20% -$2.39M 0.05% 356
2025
Q4 		$11.2M Sell
84,119
-3,275
-4% -$434K 0.06% 272
2025
Q3 		$11.5M Sell
87,394
-1,071
-1% -$146K 0.07% 255
2025
Q2 		$11.8M Buy
88,465
+631
+0.7% +$72.4K 0.09% 223
2025
Q1 		$9.63M Buy
87,834
+437
+0.5% +$52.7K 0.09% 235
2024
Q4 		$10.8M Buy
87,397
+2,513
+3% +$305K 0.1% 210
2024
Q3 		$9.28M Buy
84,884
+15,797
+23% +$1.7M 0.09% 232
2024
Q2 		$7.61M Buy
69,087
+2,217
+3% +$245K 0.08% 243
2024
Q1 		$7.58M Buy
66,870
+1,995
+3% +$205K 0.08% 250
2023
Q4 		$6.31M Sell
64,875
-1,603
-2% -$147K 0.09% 240
2023
Q3 		$6.42M Sell
66,478
-13,866
-17% -$1.32M 0.1% 211
2023
Q2 		$7.26M Buy
80,344
+628
+0.8% +$52.9K 0.11% 199
2023
Q1 		$6.95M Buy
79,716
+3,346
+4% +$292K 0.11% 196
2022
Q4 		$7.34M Sell
76,370
-1,923
-2% -$173K 0.12% 184
2022
Q3 		$5.73M Buy
78,293
+1,262
+2% +$105K 0.11% 208
2022
Q2 		$6.13M Buy
77,031
+1,574
+2% +$139K 0.11% 199
2022
Q1 		$7.4M Buy
75,457
+1,574
+2% +$149K 0.11% 194
2021
Q4 		$6.87M Sell
73,883
-987
-1% -$92.9K 0.1% 210
2021
Q3 		$7.05M Sell
74,870
-198
-0.3% -$19.8K 0.12% 192
2021
Q2 		$7.22M Sell
75,068
-8,639
-10% -$812K 0.12% 178
2021
Q1 		$7.55M Buy
83,707
+7,935
+10% +$683K 0.13% 166
2020
Q4 		$6.09M Buy
75,772
+12,443
+20% +$925K 0.13% 167
2020
Q3 		$4.15M Buy
63,329
+1,928
+3% +$127K 0.1% 207
2020
Q2 		$3.81M Buy
61,401
+10,038
+20% +$570K 0.11% 195
2020
Q1 		$2.45M Sell
51,363
-2,091
-4% -$138K 0.09% 233
2019
Q4 		$4.08M Buy
53,454
+60
+0.1% +$4.32K 0.12% 185
2019
Q3 		$3.57M Buy
53,394
+700
+1% +$44K 0.12% 187
2019
Q2 		$3.52M Sell
52,694
-6,891
-12% -$462K 0.13% 167
2019
Q1 		$4.08M Sell
59,585
-816
-1% -$53.7K 0.17% 129
2018
Q4 		$3.61M Sell
60,401
-2,025
-3% -$137K 0.18% 135
2018
Q3 		$4.78M Buy
62,426
+4,427
+8% +$327K 0.23% 109
2018
Q2 		$4.01M Buy
57,999
+21,559
+59% +$1.52M 0.24% 102
2018
Q1 		$2.49M Buy
36,440
+1,509
+4% +$107K 0.17% 138
2017
Q4 		$2.43M Buy
34,931
+444
+1% +$28.8K 0.19% 127
2017
Q3 		$2.17M Buy
34,487
+1,907
+6% +$115K 0.22% 108
2017
Q2 		$1.94M Buy
32,580
+11,920
+58% +$707K 0.22% 114
2017
Q1 		$1.24M Sell
20,660
-81
-0.4% -$4.84K 0.19% 111
2016
Q4 		$1.16M Buy
+20,741
New +$1.12M 0.53% 40

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

Steward Partners Investment Advisory's EMR Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Emerson Electric (EMR) stake by 3.5% in Q2 2026, selling an estimated $329K and leaving 65,156 shares worth $9.33M. The position accounts for 0.05% of the portfolio, ranked #361.

Steward Partners Investment Advisory first reported a position in EMR in Q4 2016 and has held it in 39 quarters since. The position peaked at $11.8M in Q2 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Steward Partners Investment Advisory held 65,156 shares of Emerson Electric worth $9.33M as of Q2 2026.
  • Steward Partners Investment Advisory sold 2,338 Emerson Electric shares in Q2 2026, an estimated $329K.
  • Emerson Electric made up 0.05% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #361 holding.
  • Steward Partners Investment Advisory first reported a position in Emerson Electric in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's Emerson Electric position peaked at $11.8M in Q2 2025.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.