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Visionary Wealth Advisors’s Emerson Electric EMR Stock Holding History

Visionary Wealth Advisors’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 		$16M Buy
111,684
+4,125
+4% +$581K 0.63% 35
2026
Q1 		$14.1M Buy
107,559
+6,506
+6% +$936K 0.62% 42
2025
Q4 		$13.4M Buy
101,053
+56,768
+128% +$7.53M 0.6% 39
2025
Q3 		$5.81M Sell
44,285
-1,863
-4% -$254K 0.27% 93
2025
Q2 		$6.15M Buy
46,148
+3,623
+9% +$416K 0.31% 85
2025
Q1 		$4.66M Sell
42,525
-3,432
-7% -$414K 0.28% 92
2024
Q4 		$5.7M Buy
45,957
+6,522
+17% +$791K 0.33% 84
2024
Q3 		$4.31M Buy
39,435
+441
+1% +$47.4K 0.26% 99
2024
Q2 		$4.3M Buy
38,994
+580
+2% +$64.1K 0.28% 92
2024
Q1 		$4.36M Sell
38,414
-419
-1% -$43K 0.29% 92
2023
Q4 		$3.78M Buy
38,833
+398
+1% +$36.4K 0.28% 102
2023
Q3 		$3.71M Buy
38,435
+278
+0.7% +$26.5K 0.3% 90
2023
Q2 		$3.45M Buy
38,157
+261
+0.7% +$22K 0.28% 97
2023
Q1 		$3.3M Buy
37,896
+273
+0.7% +$23.9K 0.28% 93
2022
Q4 		$3.61M Sell
37,623
-334
-0.9% -$30K 0.33% 82
2022
Q3 		$2.78M Buy
37,957
+57
+0.2% +$4.73K 0.29% 93
2022
Q2 		$3.02M Sell
37,900
-168
-0.4% -$14.8K 0.27% 97
2022
Q1 		$3.73M Sell
38,068
-195
-0.5% -$18.5K 0.3% 91
2021
Q4 		$3.56M Buy
38,263
+2,091
+6% +$197K 0.29% 90
2021
Q3 		$3.41M Sell
36,172
-36,886
-50% -$3.68M 0.35% 79
2021
Q2 		$7.03M Sell
73,058
-433
-0.6% -$40.7K 0.71% 37
2021
Q1 		$6.63M Sell
73,491
-6,676
-8% -$574K 0.7% 36
2020
Q4 		$6.44M Buy
80,167
+680
+0.9% +$50.6K 0.72% 36
2020
Q3 		$5.21M Buy
79,487
+3,856
+5% +$254K 0.73% 38
2020
Q2 		$4.69M Buy
75,631
+8,828
+13% +$501K 0.71% 37
2020
Q1 		$3.18M Buy
66,803
+8,691
+15% +$572K 0.6% 52
2019
Q4 		$4.43M Buy
+58,112
New +$4.19M 0.79% 39

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

Visionary Wealth Advisors's EMR Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Emerson Electric (EMR) stake by 3.8% in Q2 2026, buying an estimated $581K and bringing the position to 111,684 shares worth $16M. The position accounts for 0.63% of the portfolio, ranked #35.

Visionary Wealth Advisors first reported a position in EMR in Q4 2019 and has held it in 27 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Visionary Wealth Advisors held 111,684 shares of Emerson Electric worth $16M as of Q2 2026.
  • Visionary Wealth Advisors bought 4,125 Emerson Electric shares in Q2 2026, an estimated $581K.
  • Emerson Electric made up 0.63% of Visionary Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • Visionary Wealth Advisors first reported a position in Emerson Electric in Q4 2019 and has held it in 27 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.