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Symphony Financial’s Emerson Electric EMR Stock Holding History

Symphony Financial’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 		$432K Buy
+3,021
New +$425K 0.05% 215
2026
Q1 		– Sell
-1,571
Closed -$214K – 319
2025
Q4 		$214K Sell
1,571
-842
-35% -$112K 0.03% 272
2025
Q3 		$314K Sell
2,413
-367
-13% -$50K 0.04% 210
2025
Q2 		$333K Buy
+2,780
New +$319K 0.04% 187
2025
Q1 		– Sell
-2,508
Closed -$325K – 132
2024
Q4 		$325K Sell
2,508
-226
-8% -$27.4K 0.05% 167
2024
Q3 		$299K Sell
2,734
-24
-0.9% -$2.58K 0.05% 185
2024
Q2 		$299K Sell
2,758
-32
-1% -$3.54K 0.05% 173
2024
Q1 		$316K Sell
2,790
-106
-4% -$10.9K 0.07% 148
2023
Q4 		$270K Sell
2,896
-6,218
-68% -$569K 0.06% 171
2023
Q3 		$872K Buy
9,114
+312
+4% +$29.7K 0.21% 83
2023
Q2 		$785K Sell
8,802
-1,069
-11% -$90K 0.19% 98
2023
Q1 		$845K Buy
9,871
+535
+6% +$46.8K 0.22% 91
2022
Q4 		$891K Sell
9,336
-15,527
-62% -$1.4M 0.24% 80
2022
Q3 		$1.84M Buy
24,863
+996
+4% +$82.7K 0.6% 44
2022
Q2 		$1.92M Sell
23,867
-368
-2% -$32.4K 0.57% 38
2022
Q1 		$2.32M Buy
24,235
+1,723
+8% +$163K 0.55% 38
2021
Q4 		$2.07M Buy
22,512
+1,421
+7% +$134K 0.57% 39
2021
Q3 		$2.02M Sell
21,091
-45
-0.2% -$4.49K 0.7% 31
2021
Q2 		$2.03M Buy
+21,136
New +$1.99M 0.69% 34

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

Symphony Financial's EMR Position: Q2 2026 in Review

Symphony Financial opened a new position in Emerson Electric (EMR) in Q2 2026: 3,021 shares worth $432K. The stake represents 0.05% of the portfolio and ranks #215 among its holdings. This is a return to the name: Symphony Financial previously reported a position in EMR as recently as Q4 2025.

Symphony Financial first reported a position in EMR in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.32M in Q1 2022. 2,285 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Symphony Financial held 3,021 shares of Emerson Electric worth $432K as of Q2 2026.
  • Emerson Electric was a new Symphony Financial position in Q2 2026.
  • Emerson Electric made up 0.05% of Symphony Financial's portfolio in Q2 2026, its #215 holding.
  • Symphony Financial first reported a position in Emerson Electric in Q2 2021 and has held it in 19 quarters since.
  • Symphony Financial's Emerson Electric position peaked at $2.32M in Q1 2022.
  • 2,285 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.