UF
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Univest Financial’s Emerson Electric EMR Stock Holding History

Univest Financial’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 		$346K Buy
2,417
+20
+0.8% +$2.81K 0.02% 230
2026
Q1 		$314K Hold
2,397
– – 0.02% 224
2025
Q4 		$318K Sell
2,397
-216
-8% -$28.7K 0.02% 228
2025
Q3 		$343K Hold
2,613
– – 0.02% 218
2025
Q2 		$348K Sell
2,613
-80
-3% -$9.18K 0.02% 215
2025
Q1 		$295K Sell
2,693
-190
-7% -$22.9K 0.02% 237
2024
Q4 		$357K Sell
2,883
-160
-5% -$19.4K 0.02% 225
2024
Q3 		$333K Buy
+3,043
New +$327K 0.02% 232

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

Univest Financial's EMR Position: Q2 2026 in Review

Univest Financial increased its Emerson Electric (EMR) stake by 0.83% in Q2 2026, buying an estimated $2.81K and bringing the position to 2,417 shares worth $346K. The position accounts for 0.02% of the portfolio, ranked #230.

Univest Financial first reported a position in EMR in Q3 2024 and has held it in 8 quarters since. The position peaked at $357K in Q4 2024. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Univest Financial held 2,417 shares of Emerson Electric worth $346K as of Q2 2026.
  • Univest Financial bought 20 Emerson Electric shares in Q2 2026, an estimated $2.81K.
  • Emerson Electric made up 0.02% of Univest Financial's portfolio in Q2 2026, its #230 holding.
  • Univest Financial first reported a position in Emerson Electric in Q3 2024 and has held it in 8 quarters since.
  • Univest Financial's Emerson Electric position peaked at $357K in Q4 2024.
  • 2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.