Westover Capital Advisors’s Emerson Electric EMR Stock Holding History

Westover Capital 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	$458K	Hold	3,200	–	–	0.08%	165
2026 Q1	$419K	Hold	3,200	–	–	0.08%	163
2025 Q4	$425K	Hold	3,200	–	–	0.08%	168
2025 Q3	$420K	Hold	3,200	–	–	0.08%	160
2025 Q2	$427K	Sell	3,200 -66	-2%	-$7.57K	0.09%	160
2025 Q1	$358K	Buy	3,266 +66	+2%	+$7.96K	0.08%	173
2024 Q4	$397K	Hold	3,200	–	–	0.09%	162
2024 Q3	$350K	Hold	3,200	–	–	0.07%	187
2024 Q2	$353K	Hold	3,200	–	–	0.09%	159
2024 Q1	$363K	Hold	3,200	–	–	0.11%	134
2023 Q4	$311K	Hold	3,200	–	–	0.1%	136
2023 Q3	$309K	Hold	3,200	–	–	0.11%	136
2023 Q2	$289K	Buy	+3,200	New	+$269K	0.1%	146
2020 Q1	–	Sell	-3,000	Closed	-$229K	–	125
2019 Q4	$229K	Hold	3,000	–	–	0.1%	128
2019 Q3	$201K	Hold	3,000	–	–	0.09%	133
2019 Q2	$200K	Sell	3,000 -700	-19%	-$46.9K	0.1%	134
2019 Q1	$253K	Buy	+3,700	New	+$243K	0.13%	111

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

Westover Capital Advisors's EMR Position: Q2 2026 in Review

Westover Capital Advisors held its Emerson Electric (EMR) position steady in Q2 2026 at 3,200 shares worth $458K. The position accounts for 0.08% of the portfolio, ranked #165.

Westover Capital Advisors first reported a position in EMR in Q1 2019 and has held it in 17 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Westover Capital Advisors held 3,200 shares of Emerson Electric worth $458K as of Q2 2026.
Westover Capital Advisors left its Emerson Electric share count unchanged in Q2 2026.
Emerson Electric made up 0.08% of Westover Capital Advisors's portfolio in Q2 2026, its #165 holding.
Westover Capital Advisors first reported a position in Emerson Electric in Q1 2019 and has held it in 17 quarters since.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.