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Tred Avon Family Wealth’s Emerson Electric EMR Stock Holding History

Tred Avon Family Wealth’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 		$328K Buy
2,292
+1
+0% +$141 0.1% 221
2026
Q1 		$300K Hold
2,291
– – 0.1% 218
2025
Q4 		$304K Hold
2,291
– – 0.1% 214
2025
Q3 		$301K Buy
+2,291
New +$312K 0.1% 208

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

Tred Avon Family Wealth's EMR Position: Q2 2026 in Review

Tred Avon Family Wealth increased its Emerson Electric (EMR) stake by 0.04% in Q2 2026, buying an estimated $141 and bringing the position to 2,292 shares worth $328K. The position accounts for 0.1% of the portfolio, ranked #221.

Tred Avon Family Wealth first reported a position in EMR in Q3 2025 and has held it in 4 quarters since. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Tred Avon Family Wealth held 2,292 shares of Emerson Electric worth $328K as of Q2 2026.
  • Tred Avon Family Wealth bought 1 Emerson Electric share in Q2 2026, an estimated $141.
  • Emerson Electric made up 0.1% of Tred Avon Family Wealth's portfolio in Q2 2026, its #221 holding.
  • Tred Avon Family Wealth first reported a position in Emerson Electric in Q3 2025 and has held it in 4 quarters since.
  • 2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Tred Avon Family Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.