Whalerock Point Partners’s Emerson Electric EMR Stock Holding History

Whalerock Point Partners’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	$290K	Hold	2,028	–	–	0.05%	174
2026 Q1	$266K	Hold	2,028	–	–	0.05%	169
2025 Q4	$269K	Sell	2,028 -500	-20%	-$66.3K	0.05%	166
2025 Q3	$332K	Buy	2,528 +690	+38%	+$94.1K	0.07%	138
2025 Q2	$245K	Hold	1,838	–	–	0.05%	174
2025 Q1	$202K	Hold	1,838	–	–	0.05%	180
2024 Q4	$228K	Buy	+1,838	New	+$223K	0.05%	169
2015 Q1	–	Sell	-5,100	Closed	-$314K	–	149
2014 Q4	$314K	Hold	5,100	–	–	0.13%	107
2014 Q3	$319K	Hold	5,100	–	–	0.14%	109
2014 Q2	$338K	Hold	5,100	–	–	0.16%	98
2014 Q1	$340K	Sell	5,100 -20	-0.4%	-$1.32K	0.17%	92
2013 Q4	$359K	Buy	+5,120	New	+$342K	0.19%	87

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

Whalerock Point Partners's EMR Position: Q2 2026 in Review

Whalerock Point Partners held its Emerson Electric (EMR) position steady in Q2 2026 at 2,028 shares worth $290K. The position accounts for 0.05% of the portfolio, ranked #174.

Whalerock Point Partners first reported a position in EMR in Q4 2013 and has held it in 12 quarters since. The position peaked at $359K in Q4 2013. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Whalerock Point Partners held 2,028 shares of Emerson Electric worth $290K as of Q2 2026.
Whalerock Point Partners left its Emerson Electric share count unchanged in Q2 2026.
Emerson Electric made up 0.05% of Whalerock Point Partners's portfolio in Q2 2026, its #174 holding.
Whalerock Point Partners first reported a position in Emerson Electric in Q4 2013 and has held it in 12 quarters since.
Whalerock Point Partners's Emerson Electric position peaked at $359K in Q4 2013.
2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Whalerock Point Partners's 13F filing for Q2 2026, filed 13 Aug 2026.