Skip to main content
Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

EMR holding history

Emerson Electric Co in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EMR overviewAll 13F holders of EMRFull Q2 2026 holdings

Shares (Q2 2026)
41,031
Value
$5.87M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of EMR by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,031$5.87M<0.1%+5,711+16.2%AddedHolders
Q1 202635,320$4.63M<0.1%−952−2.6%ReducedHolders
Q4 202536,272$4.81M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 202533,663$4.49M<0.1%+8,002+31.2%AddedHolders
Q1 202525,661$2.81M<0.1%−271−1.0%ReducedHolders
Q4 202425,932$3.21M<0.1%−11,439−30.6%ReducedHolders
Q3 202437,371$4.09M<0.1%+16,388+78.1%AddedHolders
Q2 202420,983$2.31M<0.1%+14,009+200.9%AddedHolders
Q1 20246,974$791.0K<0.1%−17−0.2%ReducedHolders
Q4 20236,991$680.4K<0.1%+1,415+25.4%AddedHolders
Q3 20235,576$538.5K<0.1%−4,289−43.5%ReducedHolders
Q2 20239,865$507.3K<0.1%−3,998−28.8%ReducedHolders
Q1 202313,863$1.20M<0.1%+5,664+69.1%AddedHolders
Q4 20228,199$787.6K<0.1%+8,199NewHolders
Q3 20220$00.0%−7,313−100.0%Sold outHolders
Q2 20227,313$582.0K<0.1%+2,991+69.2%AddedHolders
Q1 20224,322$424.0K<0.1%−1,055−19.6%ReducedHolders
Q4 20215,377$500.0K<0.1%+330+6.5%AddedHolders
Q3 20215,047$475.0K<0.1%+1,617+47.1%AddedHolders
Q2 20213,430$330.0K<0.1%+558+19.4%AddedHolders
Q1 20212,872$259.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.