UAG
EMR icon

United Advisor Group’s Emerson Electric EMR Stock Holding History

United Advisor Group’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 		$384K Sell
2,682
-13
-0.5% -$1.83K 0.04% 372
2026
Q1 		$353K Buy
2,695
+15
+0.6% +$2.16K 0.04% 356
2025
Q4 		$356K Buy
2,680
+4
+0.1% +$531 0.04% 342
2025
Q3 		$351K Buy
2,676
+105
+4% +$14.3K 0.05% 331
2025
Q2 		$343K Sell
2,571
-2
-0.1% -$229 0.06% 294
2025
Q1 		$282K Sell
2,573
-413
-14% -$49.8K 0.06% 284
2024
Q4 		$370K Buy
2,986
+388
+15% +$47.1K 0.07% 251
2024
Q3 		$284K Buy
2,598
+100
+4% +$10.8K 0.06% 288
2024
Q2 		$275K Buy
+2,498
New +$276K 0.09% 213

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

United Advisor Group's EMR Position: Q2 2026 in Review

United Advisor Group reduced its Emerson Electric (EMR) stake by 0.48% in Q2 2026, selling an estimated $1.83K and leaving 2,682 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #372.

United Advisor Group first reported a position in EMR in Q2 2024 and has held it in 9 quarters since. 2,289 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • United Advisor Group held 2,682 shares of Emerson Electric worth $384K as of Q2 2026.
  • United Advisor Group sold 13 Emerson Electric shares in Q2 2026, an estimated $1.83K.
  • Emerson Electric made up 0.04% of United Advisor Group's portfolio in Q2 2026, its #372 holding.
  • United Advisor Group first reported a position in Emerson Electric in Q2 2024 and has held it in 9 quarters since.
  • 2,289 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.