ZI
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ZEGA Investments’s Emerson Electric EMR Stock Holding History

ZEGA Investments’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 		$589K Sell
4,112
-992
-19% -$140K 0.06% 174
2026
Q1 		$669K Sell
5,104
-6,625
-56% -$953K 0.08% 146
2025
Q4 		$1.56M Sell
11,729
-330
-3% -$43.8K 0.18% 62
2025
Q3 		$1.58M Buy
+12,059
New +$1.64M 0.21% 54
2025
Q1 		– Sell
-1,593
Closed -$208K – 148
2024
Q4 		$208K Buy
+1,593
New +$193K 0.05% 121

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

ZEGA Investments's EMR Position: Q2 2026 in Review

ZEGA Investments reduced its Emerson Electric (EMR) stake by 19% in Q2 2026, selling an estimated $140K and leaving 4,112 shares worth $589K. The position accounts for 0.06% of the portfolio, ranked #174.

ZEGA Investments first reported a position in EMR in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.58M in Q3 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • ZEGA Investments held 4,112 shares of Emerson Electric worth $589K as of Q2 2026.
  • ZEGA Investments sold 992 Emerson Electric shares in Q2 2026, an estimated $140K.
  • Emerson Electric made up 0.06% of ZEGA Investments's portfolio in Q2 2026, its #174 holding.
  • ZEGA Investments first reported a position in Emerson Electric in Q4 2024 and has held it in 5 quarters since.
  • ZEGA Investments's Emerson Electric position peaked at $1.58M in Q3 2025.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.