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Transcend Capital Advisors’s Emerson Electric EMR Stock Holding History

Transcend Capital 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 		$409K Buy
2,854
+313
+12% +$44.1K 0.03% 526
2026
Q1 		$333K Sell
2,541
-498
-16% -$71.6K 0.03% 511
2025
Q4 		$403K Sell
3,039
-316
-9% -$41.9K 0.03% 419
2025
Q3 		$440K Buy
3,355
+390
+13% +$53.2K 0.03% 404
2025
Q2 		$395K Sell
2,965
-1,818
-38% -$209K 0.03% 382
2025
Q1 		$524K Buy
4,783
+11
+0.2% +$1.33K 0.04% 350
2024
Q4 		$591K Buy
4,772
+198
+4% +$24K 0.04% 315
2024
Q3 		$500K Buy
4,574
+173
+4% +$18.6K 0.03% 391
2024
Q2 		$485K Hold
4,401
– – 0.04% 369
2024
Q1 		$499K Buy
4,401
+395
+10% +$40.6K 0.04% 323
2023
Q4 		$390K Buy
4,006
+284
+8% +$26K 0.03% 343
2023
Q3 		$359K Sell
3,722
-610
-14% -$58.1K 0.04% 343
2023
Q2 		$392K Buy
4,332
+93
+2% +$7.83K 0.04% 330
2023
Q1 		$369K Sell
4,239
-584
-12% -$51K 0.04% 329
2022
Q4 		$463K Buy
4,823
+509
+12% +$45.8K 0.05% 294
2022
Q3 		$316K Sell
4,314
-74
-2% -$6.15K 0.04% 358
2022
Q2 		$349K Buy
4,388
+10
+0.2% +$882 0.04% 350
2022
Q1 		$429K Buy
4,378
+1,152
+36% +$109K 0.04% 339
2021
Q4 		$300K Buy
3,226
+996
+45% +$93.8K 0.03% 389
2021
Q3 		$217K Buy
2,230
+143
+7% +$14.3K 0.02% 440
2021
Q2 		$201K Sell
2,087
-228
-10% -$21.4K 0.03% 310
2021
Q1 		$208K Sell
2,315
-1,952
-46% -$168K 0.03% 379
2020
Q4 		$343K Buy
+4,267
New +$317K 0.05% 274

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 $3.38T AUM 44.17% 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

Transcend Capital Advisors's EMR Position: Q2 2026 in Review

Transcend Capital Advisors increased its Emerson Electric (EMR) stake by 12% in Q2 2026, buying an estimated $44.1K and bringing the position to 2,854 shares worth $409K. The position accounts for 0.03% of the portfolio, ranked #526.

Transcend Capital Advisors first reported a position in EMR in Q4 2020 and has held it in 23 quarters since. The position peaked at $591K in Q4 2024. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Transcend Capital Advisors held 2,854 shares of Emerson Electric worth $409K as of Q2 2026.
  • Transcend Capital Advisors bought 313 Emerson Electric shares in Q2 2026, an estimated $44.1K.
  • Emerson Electric made up 0.03% of Transcend Capital Advisors's portfolio in Q2 2026, its #526 holding.
  • Transcend Capital Advisors first reported a position in Emerson Electric in Q4 2020 and has held it in 23 quarters since.
  • Transcend Capital Advisors's Emerson Electric position peaked at $591K in Q4 2024.
  • 2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.