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USA Financial Formulas’s Emerson Electric EMR Stock Holding History

USA Financial Formulas’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 		$53.1K Sell
371
-105
-22% -$14.8K 0.01% 270
2026
Q1 		$62.4K Sell
476
-369
-44% -$53.1K 0.01% 208
2025
Q4 		$112K Sell
845
-334
-28% -$44.3K 0.02% 188
2025
Q3 		$155K Sell
1,179
-241
-17% -$32.9K 0.03% 165
2025
Q2 		$189K Sell
1,420
-237
-14% -$27.2K 0.03% 143
2025
Q1 		$182K Sell
1,657
-25
-1% -$3.01K 0.03% 161
2024
Q4 		$208K Sell
1,682
-501
-23% -$60.8K 0.03% 162
2024
Q3 		$239K Sell
2,183
-119
-5% -$12.8K 0.04% 142
2024
Q2 		$254K Sell
2,302
-362
-14% -$40K 0.04% 137
2024
Q1 		$302K Buy
+2,664
New +$274K 0.05% 148
2021
Q4 		– Sell
-12,292
Closed -$1.16M – 407
2021
Q3 		$1.16M Buy
12,292
+11,728
+2,079% +$1.17M 1.03% 18
2021
Q2 		$54K Sell
564
-317
-36% -$29.8K 0.05% 213
2021
Q1 		$79K Buy
+881
New +$75.8K 0.06% 179
2018
Q4 		– Sell
-7,295
Closed -$504K – 342
2018
Q3 		$504K Sell
7,295
-44,529
-86% -$3.28M 0.13% 120
2018
Q2 		$3.54M Sell
51,824
-401
-0.8% -$28.2K 0.86% 48
2018
Q1 		$3.57M Buy
+52,225
New +$3.72M 0.86% 48

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

USA Financial Formulas's EMR Position: Q2 2026 in Review

USA Financial Formulas reduced its Emerson Electric (EMR) stake by 22% in Q2 2026, selling an estimated $14.8K and leaving 371 shares worth $53.1K. The position accounts for 0.01% of the portfolio, ranked #270.

USA Financial Formulas first reported a position in EMR in Q1 2018 and has held it in 16 quarters since. The position peaked at $3.57M in Q1 2018. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • USA Financial Formulas held 371 shares of Emerson Electric worth $53.1K as of Q2 2026.
  • USA Financial Formulas sold 105 Emerson Electric shares in Q2 2026, an estimated $14.8K.
  • Emerson Electric made up 0.01% of USA Financial Formulas's portfolio in Q2 2026, its #270 holding.
  • USA Financial Formulas first reported a position in Emerson Electric in Q1 2018 and has held it in 16 quarters since.
  • USA Financial Formulas's Emerson Electric position peaked at $3.57M in Q1 2018.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on USA Financial Formulas's 13F filing for Q2 2026, filed 4 Aug 2026.