Truepoint Inc’s Emerson Electric EMR Stock Holding History

Truepoint Inc’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	$3M	Hold	20,963	–	–	0.06%	47
2026 Q1	$2.75M	Sell	20,963 -100	-0.5%	-$14.4K	0.06%	48
2025 Q4	$2.8M	Sell	21,063 -7,348	-26%	-$975K	0.06%	50
2025 Q3	$3.73M	Hold	28,411	–	–	0.09%	41
2025 Q2	$3.79M	Sell	28,411 -2	-0%	-$229	0.09%	38
2025 Q1	$3.12M	Sell	28,413 -641	-2%	-$77.3K	0.08%	39
2024 Q4	$3.6M	Sell	29,054 -24,851	-46%	-$3.01M	0.1%	37
2024 Q3	$5.9M	Buy	53,905 +980	+2%	+$105K	0.16%	30
2024 Q2	$5.83M	Sell	52,925 -3,156	-6%	-$349K	0.17%	29
2024 Q1	$6.36M	Sell	56,081 -681	-1%	-$69.9K	0.18%	29
2023 Q4	$5.52M	Sell	56,762 -1,233	-2%	-$113K	0.16%	34
2023 Q3	$5.6M	Buy	57,995 +685	+1%	+$65.2K	0.18%	35
2023 Q2	$5.18M	Buy	57,310 +4	+0%	+$337	0.17%	32
2023 Q1	$4.99M	Hold	57,306	–	–	0.17%	33
2022 Q4	$5.5M	Buy	+57,306	New	+$5.15M	0.2%	31

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

Truepoint Inc's EMR Position: Q2 2026 in Review

Truepoint Inc held its Emerson Electric (EMR) position steady in Q2 2026 at 20,963 shares worth $3M. The position accounts for 0.06% of the portfolio, ranked #47.

Truepoint Inc first reported a position in EMR in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.36M in Q1 2024. 2,287 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Truepoint Inc held 20,963 shares of Emerson Electric worth $3M as of Q2 2026.
Truepoint Inc left its Emerson Electric share count unchanged in Q2 2026.
Emerson Electric made up 0.06% of Truepoint Inc's portfolio in Q2 2026, its #47 holding.
Truepoint Inc first reported a position in Emerson Electric in Q4 2022 and has held it in 15 quarters since.
Truepoint Inc's Emerson Electric position peaked at $6.36M in Q1 2024.
2,287 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Truepoint Inc's 13F filing for Q2 2026, filed 31 Jul 2026.