VisionPoint Advisory Group’s Emerson Electric EMR Stock Holding History

VisionPoint Advisory Group’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	$610K	Buy	4,260 +276	+7%	+$38.9K	0.1%	227
2026 Q1	$522K	Sell	3,984 -71	-2%	-$10.2K	0.1%	215
2025 Q4	$538K	Buy	4,055 +69	+2%	+$9.15K	0.1%	198
2025 Q3	$523K	Buy	3,986 +336	+9%	+$45.8K	0.1%	202
2025 Q2	$487K	Sell	3,650 -169	-4%	-$19.4K	0.11%	190
2025 Q1	$419K	Sell	3,819 -9,802	-72%	-$1.18M	0.14%	130
2024 Q4	$1.66M	Sell	13,621 -353	-3%	-$42.8K	0.57%	52
2024 Q3	$1.53M	Sell	13,974 -444	-3%	-$47.8K	0.52%	57
2024 Q2	$1.59M	Buy	14,418 +706	+5%	+$78.1K	0.56%	47
2024 Q1	$1.56M	Sell	13,712 -871	-6%	-$89.5K	0.56%	47
2023 Q4	$1.42M	Buy	14,583 +2,142	+17%	+$196K	0.52%	56
2023 Q3	$1.2M	Buy	12,441 +12,350	+13,571%	+$1.18M	0.52%	59
2023 Q2	$8.22K	Buy	+91	New	+$7.66K	﹤0.01%	421

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

VisionPoint Advisory Group's EMR Position: Q2 2026 in Review

VisionPoint Advisory Group increased its Emerson Electric (EMR) stake by 6.9% in Q2 2026, buying an estimated $38.9K and bringing the position to 4,260 shares worth $610K. The position accounts for 0.1% of the portfolio, ranked #227.

VisionPoint Advisory Group first reported a position in EMR in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.66M in Q4 2024. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

VisionPoint Advisory Group held 4,260 shares of Emerson Electric worth $610K as of Q2 2026.
VisionPoint Advisory Group bought 276 Emerson Electric shares in Q2 2026, an estimated $38.9K.
Emerson Electric made up 0.1% of VisionPoint Advisory Group's portfolio in Q2 2026, its #227 holding.
VisionPoint Advisory Group first reported a position in Emerson Electric in Q2 2023 and has held it in 13 quarters since.
VisionPoint Advisory Group's Emerson Electric position peaked at $1.66M in Q4 2024.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.