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Valmark Advisers’s Emerson Electric EMR Stock Holding History

Valmark Advisers’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 		$1.33M Sell
9,259
-56
-0.6% -$7.88K 0.01% 324
2026
Q1 		$1.22M Buy
9,315
+470
+5% +$67.6K 0.01% 321
2025
Q4 		$1.17M Sell
8,845
-86
-1% -$11.4K 0.01% 315
2025
Q3 		$1.17M Hold
8,931
– – 0.02% 310
2025
Q2 		$1.19M Buy
8,931
+31
+0.3% +$3.56K 0.02% 309
2025
Q1 		$976K Buy
8,900
+362
+4% +$43.6K 0.01% 316
2024
Q4 		$1.06M Sell
8,538
-666
-7% -$80.8K 0.02% 299
2024
Q3 		$1.01M Sell
9,204
-239
-3% -$25.7K 0.02% 302
2024
Q2 		$1.04M Buy
9,443
+400
+4% +$44.2K 0.02% 275
2024
Q1 		$1.03M Buy
9,043
+224
+3% +$23K 0.02% 265
2023
Q4 		$858K Sell
8,819
-294
-3% -$26.9K 0.02% 277
2023
Q3 		$880K Sell
9,113
-22
-0.2% -$2.1K 0.02% 240
2023
Q2 		$826K Sell
9,135
-52
-0.6% -$4.38K 0.02% 256
2023
Q1 		$801K Sell
9,187
-204
-2% -$17.8K 0.02% 248
2022
Q4 		$902K Buy
9,391
+814
+9% +$73.2K 0.02% 224
2022
Q3 		$628K Sell
8,577
-369
-4% -$30.6K 0.01% 253
2022
Q2 		$712K Sell
8,946
-65
-0.7% -$5.73K 0.01% 246
2022
Q1 		$884K Hold
9,011
– – 0.02% 222
2021
Q4 		$838K Buy
9,011
+460
+5% +$43.3K 0.01% 222
2021
Q3 		$806K Sell
8,551
-147
-2% -$14.7K 0.01% 214
2021
Q2 		$837K Sell
8,698
-22
-0.3% -$2.07K 0.02% 212
2021
Q1 		$787K Buy
8,720
+415
+5% +$35.7K 0.02% 213
2020
Q4 		$667K Buy
+8,305
New +$617K 0.01% 222

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

Valmark Advisers's EMR Position: Q2 2026 in Review

Valmark Advisers reduced its Emerson Electric (EMR) stake by 0.6% in Q2 2026, selling an estimated $7.88K and leaving 9,259 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #324.

Valmark Advisers first reported a position in EMR in Q4 2020 and has held it in 23 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Valmark Advisers held 9,259 shares of Emerson Electric worth $1.33M as of Q2 2026.
  • Valmark Advisers sold 56 Emerson Electric shares in Q2 2026, an estimated $7.88K.
  • Emerson Electric made up 0.01% of Valmark Advisers's portfolio in Q2 2026, its #324 holding.
  • Valmark Advisers first reported a position in Emerson Electric in Q4 2020 and has held it in 23 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.