United Capital Financial Advisors’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $20.4M | Buy |
142,732
+39,092
| +38% | +$5.5M | 0.11% | 152 |
|
|
2026
Q1 | $13.6M | Sell |
103,640
-2,327
| -2% | -$335K | 0.08% | 194 |
|
|
2025
Q4 | $14.1M | Sell |
105,967
-3,513
| -3% | -$466K | 0.08% | 188 |
|
|
2025
Q3 | $14.4M | Sell |
109,480
-1,313
| -1% | -$179K | 0.1% | 161 |
|
|
2025
Q2 | $14.8M | Sell |
110,793
-4,787
| -4% | -$549K | 0.12% | 147 |
|
|
2025
Q1 | $12.7M | Sell |
115,580
-4,642
| -4% | -$560K | 0.11% | 150 |
|
|
2024
Q4 | $14.9M | Sell |
120,222
-2,510
| -2% | -$304K | 0.13% | 139 |
|
|
2024
Q3 | $13.4M | Sell |
122,732
-2,939
| -2% | -$316K | 0.11% | 155 |
|
|
2024
Q2 | $13.8M | Sell |
125,671
-15,521
| -11% | -$1.72M | 0.12% | 151 |
|
|
2024
Q1 | $16M | Sell |
141,192
-23,052
| -14% | -$2.37M | 0.13% | 146 |
|
|
2023
Q4 | $16M | Sell |
164,244
-137,084
| -45% | -$12.6M | 0.13% | 147 |
|
|
2023
Q3 | $29.1M | Sell |
301,328
-10,558
| -3% | -$1.01M | 0.19% | 106 |
|
|
2023
Q2 | $28.2M | Sell |
311,886
-1,859
| -0.6% | -$156K | 0.15% | 123 |
|
|
2023
Q1 | $27.3M | Sell |
313,745
-5,102
| -2% | -$446K | 0.15% | 130 |
|
|
2022
Q4 | $30.6M | Buy |
318,847
+3,050
| +1% | +$274K | 0.17% | 122 |
|
|
2022
Q3 | $23.1M | Sell |
315,797
-24,779
| -7% | -$2.06M | 0.14% | 144 |
|
|
2022
Q2 | $27.1M | Buy |
340,576
+33,704
| +11% | +$2.97M | 0.15% | 138 |
|
|
2022
Q1 | $30.1M | Sell |
306,872
-3,872
| -1% | -$367K | 0.15% | 142 |
|
|
2021
Q4 | $28.9M | Buy |
310,744
+2,090
| +0.7% | +$197K | 0.13% | 159 |
|
|
2021
Q3 | $29.1M | Buy |
308,654
+3,143
| +1% | +$314K | 0.15% | 145 |
|
|
2021
Q2 | $29.4M | Buy |
305,511
+4,846
| +2% | +$456K | 0.15% | 144 |
|
|
2021
Q1 | $27.1M | Sell |
300,665
-1,130
| -0.4% | -$97.2K | 0.15% | 150 |
|
|
2020
Q4 | $24.3M | Buy |
301,795
+2,354
| +0.8% | +$175K | 0.15% | 158 |
|
|
2020
Q3 | $19.6M | Buy |
299,441
+11,973
| +4% | +$789K | 0.13% | 175 |
|
|
2020
Q2 | $17.8M | Sell |
287,468
-163
| -0.1% | -$9.26K | 0.13% | 174 |
|
|
2020
Q1 | $13.7M | Sell |
287,631
-10,922
| -4% | -$719K | 0.11% | 193 |
|
|
2019
Q4 | $22.8M | Buy |
298,553
+10,201
| +4% | +$735K | 0.15% | 165 |
|
|
2019
Q3 | $19.3M | Sell |
288,352
-8,567
| -3% | -$538K | 0.13% | 183 |
|
|
2019
Q2 | $19.8M | Buy |
296,919
+4,855
| +2% | +$325K | 0.13% | 168 |
|
|
2019
Q1 | $20M | Buy |
292,064
+1,303
| +0.4% | +$85.7K | 0.14% | 157 |
|
|
2018
Q4 | $17.4M | Sell |
290,761
-4,743
| -2% | -$320K | 0.14% | 156 |
|
|
2018
Q3 | $22.6M | Buy |
295,504
+119,007
| +67% | +$8.78M | 0.16% | 142 |
|
|
2018
Q2 | $12.2M | Sell |
176,497
-6,986
| -4% | -$491K | 0.09% | 258 |
|
|
2018
Q1 | $12.5M | Buy |
183,483
+11,533
| +7% | +$821K | 0.1% | 240 |
|
|
2017
Q4 | $12M | Sell |
171,950
-2,807
| -2% | -$182K | 0.1% | 261 |
|
|
2017
Q3 | $11M | Sell |
174,757
-39,590
| -18% | -$2.39M | 0.09% | 261 |
|
|
2017
Q2 | $12.8M | Sell |
214,347
-15,381
| -7% | -$912K | 0.11% | 209 |
|
|
2017
Q1 | $13.8M | Sell |
229,728
-8,165
| -3% | -$487K | 0.13% | 186 |
|
|
2016
Q4 | $13.3M | Sell |
237,893
-9,766
| -4% | -$525K | 0.13% | 179 |
|
|
2016
Q3 | $13.5M | Sell |
247,659
-289
| -0.1% | -$15.5K | 0.13% | 180 |
|
|
2016
Q2 | $12.9M | Sell |
247,948
-833
| -0.3% | -$44.2K | 0.13% | 172 |
|
|
2016
Q1 | $13.5M | Sell |
248,781
-10,906
| -4% | -$526K | 0.15% | 144 |
|
|
2015
Q4 | $12.4M | Sell |
259,687
-16,008
| -6% | -$762K | 0.14% | 158 |
|
|
2015
Q3 | $12.2M | Sell |
275,695
-30,726
| -10% | -$1.51M | 0.15% | 151 |
|
|
2015
Q2 | $17M | Sell |
306,421
-44,669
| -13% | -$2.62M | 0.2% | 118 |
|
|
2015
Q1 | $20.7M | Sell |
351,090
-11,114
| -3% | -$646K | 0.25% | 98 |
|
|
2014
Q4 | $22.4M | Buy |
362,204
+49,168
| +16% | +$3.08M | 0.33% | 75 |
|
|
2014
Q3 | $19.6M | Buy |
313,036
+10,169
| +3% | +$660K | 0.34% | 75 |
|
|
2014
Q2 | $20.1M | Buy |
302,867
+10,510
| +4% | +$707K | 0.37% | 71 |
|
|
2014
Q1 | $19.5M | Buy |
292,357
+112,735
| +63% | +$7.42M | 0.42% | 51 |
|
|
2013
Q4 | $12.6M | Buy |
179,622
+62,658
| +54% | +$4.19M | 0.43% | 59 |
|
|
2013
Q3 | $7.57M | Sell |
116,964
-190,945
| -62% | -$11.7M | 0.24% | 96 |
|
|
2013
Q2 | $16.8M | Buy |
+307,909
| New | +$17.3M | 0.45% | 58 |
|
Other funds holding EMR
United Capital Financial Advisors's EMR Position: Q2 2026 in Review
United Capital Financial Advisors increased its Emerson Electric (EMR) stake by 38% in Q2 2026, buying an estimated $5.5M and bringing the position to 142,732 shares worth $20.4M. The position accounts for 0.11% of the portfolio, ranked #152.
United Capital Financial Advisors first reported a position in EMR in Q2 2013 and has held it in 53 quarters since. The position peaked at $30.6M in Q4 2022. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.
- United Capital Financial Advisors held 142,732 shares of Emerson Electric worth $20.4M as of Q2 2026.
- United Capital Financial Advisors bought 39,092 Emerson Electric shares in Q2 2026, an estimated $5.5M.
- Emerson Electric made up 0.11% of United Capital Financial Advisors's portfolio in Q2 2026, its #152 holding.
- United Capital Financial Advisors first reported a position in Emerson Electric in Q2 2013 and has held it in 53 quarters since.
- United Capital Financial Advisors's Emerson Electric position peaked at $30.6M in Q4 2022.
- 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.
Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.