Tanglewood Legacy Advisors’s Emerson Electric EMR Stock Holding History

Tanglewood Legacy 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	$57.3K	Hold	400	–	–	0.02%	159
2026 Q1	$52.4K	Hold	400	–	–	0.02%	161
2025 Q4	$53.1K	Hold	400	–	–	0.02%	160
2025 Q3	$52.5K	Hold	400	–	–	0.02%	162
2025 Q2	$53.3K	Hold	400	–	–	0.02%	166
2025 Q1	$43.9K	Sell	400 -108	-21%	-$13K	0.02%	178
2024 Q4	$62.9K	Hold	508	–	–	0.03%	157
2024 Q3	$55.5K	Hold	508	–	–	0.02%	158
2024 Q2	$55.9K	Hold	508	–	–	0.03%	152
2024 Q1	$57.6K	Hold	508	–	–	0.03%	151
2023 Q4	$49.4K	Hold	508	–	–	0.03%	158
2023 Q3	$49K	Sell	508 -155	-23%	-$14.8K	0.03%	158
2023 Q2	$59.9K	Sell	663 -400	-38%	-$33.7K	0.03%	145
2023 Q1	$92.6K	Hold	1,063	–	–	0.06%	113
2022 Q4	$102K	Buy	+1,063	New	+$95.6K	0.07%	92

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

Tanglewood Legacy Advisors's EMR Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Emerson Electric (EMR) position steady in Q2 2026 at 400 shares worth $57.3K. The position accounts for 0.02% of the portfolio, ranked #159.

Tanglewood Legacy Advisors first reported a position in EMR in Q4 2022 and has held it in 15 quarters since. The position peaked at $102K in Q4 2022. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Tanglewood Legacy Advisors held 400 shares of Emerson Electric worth $57.3K as of Q2 2026.
Tanglewood Legacy Advisors left its Emerson Electric share count unchanged in Q2 2026.
Emerson Electric made up 0.02% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #159 holding.
Tanglewood Legacy Advisors first reported a position in Emerson Electric in Q4 2022 and has held it in 15 quarters since.
Tanglewood Legacy Advisors's Emerson Electric position peaked at $102K in Q4 2022.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.