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Vest Financial’s Emerson Electric EMR Stock Holding History

Vest 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 		$50.6M Sell
353,768
-10,647
-3% -$1.5M 0.53% 78
2026
Q1 		$47.7M Sell
364,415
-31,111
-8% -$4.47M 0.57% 86
2025
Q4 		$52.5M Buy
395,526
+7,232
+2% +$959K 0.67% 53
2025
Q3 		$50.9M Sell
388,294
-152,159
-28% -$20.7M 0.67% 74
2025
Q2 		$72.1M Buy
540,453
+115,098
+27% +$13.2M 1.02% 10
2025
Q1 		$46.6M Sell
425,355
-103,820
-20% -$12.5M 0.72% 69
2024
Q4 		$65.6M Buy
529,175
+95,007
+22% +$11.5M 1.16% 5
2024
Q3 		$47.5M Buy
434,168
+36,211
+9% +$3.9M 0.92% 62
2024
Q2 		$43.8M Buy
397,957
+5,969
+2% +$660K 1.05% 30
2024
Q1 		$44.5M Buy
391,988
+96,602
+33% +$9.92M 1.18% 10
2023
Q4 		$28.7M Buy
295,386
+51,196
+21% +$4.69M 1.07% 46
2023
Q3 		$23.6M Buy
244,190
+102,035
+72% +$9.72M 1.29% 9
2023
Q2 		$12.7M Buy
142,155
+28,989
+26% +$2.44M 1.18% 26
2023
Q1 		$9.86M Buy
113,166
+5,921
+6% +$517K 1.34% 42
2022
Q4 		$10.3M Sell
107,245
-2,017
-2% -$181K 1.61% 11
2022
Q3 		$8M Buy
109,262
+8,430
+8% +$700K 1.51% 41
2022
Q2 		$8.09M Buy
100,832
+9,867
+11% +$870K 1.47% 50
2022
Q1 		$8.92M Buy
90,965
+20,601
+29% +$1.95M 1.62% 18
2021
Q4 		$6.54M Buy
70,364
+16,849
+31% +$1.59M 1.42% 58
2021
Q3 		$5.04M Buy
53,515
+9,922
+23% +$990K 1.53% 36
2021
Q2 		$4.2M Buy
43,593
+13,577
+45% +$1.28M 1.59% 16
2021
Q1 		$2.71M Sell
30,016
-806
-3% -$69.3K 1.55% 31
2020
Q4 		$2.48M Buy
+30,822
New +$2.29M 1.66% 9

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

Vest Financial's EMR Position: Q2 2026 in Review

Vest Financial reduced its Emerson Electric (EMR) stake by 2.9% in Q2 2026, selling an estimated $1.5M and leaving 353,768 shares worth $50.6M. The position accounts for 0.53% of the portfolio, ranked #78.

Vest Financial first reported a position in EMR in Q4 2020 and has held it in 23 quarters since. The position peaked at $72.1M in Q2 2025. 2,285 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Vest Financial held 353,768 shares of Emerson Electric worth $50.6M as of Q2 2026.
  • Vest Financial sold 10,647 Emerson Electric shares in Q2 2026, an estimated $1.5M.
  • Emerson Electric made up 0.53% of Vest Financial's portfolio in Q2 2026, its #78 holding.
  • Vest Financial first reported a position in Emerson Electric in Q4 2020 and has held it in 23 quarters since.
  • Vest Financial's Emerson Electric position peaked at $72.1M in Q2 2025.
  • 2,285 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.