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Summit Trail Advisors’s Emerson Electric EMR Stock Holding History

Summit Trail 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 		$4.81M Buy
33,630
+2,568
+8% +$361K 0.06% 190
2026
Q1 		$4.07M Buy
31,062
+6,356
+26% +$914K 0.06% 209
2025
Q4 		$3.28M Sell
24,706
-3,637
-13% -$482K 0.06% 210
2025
Q3 		$3.72M Buy
28,343
+6,595
+30% +$899K 0.05% 192
2025
Q2 		$2.9M Buy
+21,748
New +$2.5M 0.05% 188
2024
Q4 		– Sell
-9,273
Closed -$1.01M – 509
2024
Q3 		$1.01M Buy
9,273
+273
+3% +$29.4K 0.03% 262
2024
Q2 		$991K Sell
9,000
-876
-9% -$96.9K 0.03% 246
2024
Q1 		$1.12M Buy
9,876
+1,907
+24% +$196K 0.03% 202
2023
Q4 		$776K Sell
7,969
-318
-4% -$29.1K 0.03% 210
2023
Q3 		$800K Buy
8,287
+1,550
+23% +$148K 0.03% 195
2023
Q2 		$609K Buy
6,737
+2,214
+49% +$186K 0.02% 230
2023
Q1 		$394K Buy
4,523
+779
+21% +$68.1K 0.02% 259
2022
Q4 		$360K Buy
3,744
+130
+4% +$11.7K 0.02% 248
2022
Q3 		$265K Sell
3,614
-313
-8% -$26K 0.01% 283
2022
Q2 		$312K Buy
3,927
+623
+19% +$54.9K 0.02% 265
2022
Q1 		$324K Sell
3,304
-134
-4% -$12.7K 0.03% 235
2021
Q4 		$320K Buy
3,438
+43
+1% +$4.05K 0.02% 220
2021
Q3 		$320K Buy
3,395
+428
+14% +$42.7K 0.02% 197
2021
Q2 		$286K Buy
2,967
+13
+0.4% +$1.22K 0.03% 178
2021
Q1 		$267K Buy
2,954
+110
+4% +$9.46K 0.03% 165
2020
Q4 		$229K Sell
2,844
-458
-14% -$34.1K 0.03% 166
2020
Q3 		$247K Sell
3,302
-172
-5% -$11.3K 0.05% 178
2020
Q2 		$215K Buy
+3,474
New +$197K 0.04% 146
2018
Q2 		– Sell
-3,278
Closed -$221K – 535
2018
Q1 		$221K Buy
3,278
+108
+3% +$7.69K 0.04% 350
2017
Q4 		$229K Buy
+3,170
New +$205K 0.03% 380

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

Summit Trail Advisors's EMR Position: Q2 2026 in Review

Summit Trail Advisors increased its Emerson Electric (EMR) stake by 8.3% in Q2 2026, buying an estimated $361K and bringing the position to 33,630 shares worth $4.81M. The position accounts for 0.06% of the portfolio, ranked #190.

Summit Trail Advisors first reported a position in EMR in Q4 2017 and has held it in 25 quarters since. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Summit Trail Advisors held 33,630 shares of Emerson Electric worth $4.81M as of Q2 2026.
  • Summit Trail Advisors bought 2,568 Emerson Electric shares in Q2 2026, an estimated $361K.
  • Emerson Electric made up 0.06% of Summit Trail Advisors's portfolio in Q2 2026, its #190 holding.
  • Summit Trail Advisors first reported a position in Emerson Electric in Q4 2017 and has held it in 25 quarters since.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.