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Waterloo Capital’s Emerson Electric EMR Stock Holding History

Waterloo Capital’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 		$1.87M Sell
13,095
-999
-7% -$141K 0.11% 181
2026
Q1 		$1.85M Sell
14,094
-2,901
-17% -$417K 0.13% 150
2025
Q4 		$2.26M Buy
16,995
+2,423
+17% +$321K 0.16% 130
2025
Q3 		$1.91M Buy
14,572
+1,287
+10% +$175K 0.14% 144
2025
Q2 		$1.77M Buy
13,285
+1,218
+10% +$140K 0.14% 143
2025
Q1 		$1.32M Buy
12,067
+1,018
+9% +$123K 0.12% 153
2024
Q4 		$1.37M Buy
11,049
+1,281
+13% +$155K 0.14% 146
2024
Q3 		$1.07M Sell
9,768
-3,287
-25% -$354K 0.12% 160
2024
Q2 		$1.44M Buy
13,055
+1,303
+11% +$144K 0.17% 127
2024
Q1 		$1.33M Buy
11,752
+3,585
+44% +$368K 0.17% 122
2023
Q4 		$795K Buy
+8,167
New +$748K 0.13% 159

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 $3.38T AUM 44.17% 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

Waterloo Capital's EMR Position: Q2 2026 in Review

Waterloo Capital reduced its Emerson Electric (EMR) stake by 7.1% in Q2 2026, selling an estimated $141K and leaving 13,095 shares worth $1.87M. The position accounts for 0.11% of the portfolio, ranked #181.

Waterloo Capital first reported a position in EMR in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.26M in Q4 2025. 2,297 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Waterloo Capital held 13,095 shares of Emerson Electric worth $1.87M as of Q2 2026.
  • Waterloo Capital sold 999 Emerson Electric shares in Q2 2026, an estimated $141K.
  • Emerson Electric made up 0.11% of Waterloo Capital's portfolio in Q2 2026, its #181 holding.
  • Waterloo Capital first reported a position in Emerson Electric in Q4 2023 and has held it in 11 quarters since.
  • Waterloo Capital's Emerson Electric position peaked at $2.26M in Q4 2025.
  • 2,297 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.