Alta Advisers’s Emerson Electric EMR Stock Holding History

Alta Advisers’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 Q1	$293K	Hold	2,234	–	–	0.11%	137
2025 Q4	$296K	Sell	2,234 -600	-21%	-$79.6K	0.11%	136
2025 Q3	$372K	Hold	2,834	–	–	0.11%	144
2025 Q2	$378K	Hold	2,834	–	–	0.13%	140
2025 Q1	$311K	Buy	2,834 +900	+47%	+$109K	0.13%	151
2024 Q4	$240K	Buy	1,934 +434	+29%	+$52.6K	0.15%	133
2024 Q3	$164K	Hold	1,500	–	–	0.07%	186
2024 Q2	$165K	Hold	1,500	–	–	0.08%	156
2024 Q1	$170K	Hold	1,500	–	–	0.08%	157
2023 Q4	$146K	Hold	1,500	–	–	0.08%	169
2023 Q3	$145K	Hold	1,500	–	–	0.08%	143
2023 Q2	$136K	Hold	1,500	–	–	0.08%	168
2023 Q1	$131K	Hold	1,500	–	–	0.08%	168
2022 Q4	$144K	Hold	1,500	–	–	0.09%	143
2022 Q3	$110K	Buy	+1,500	New	+$125K	0.07%	177

Other funds holding EMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alta Advisers's EMR Position: Q1 2026 in Review

Alta Advisers held its Emerson Electric (EMR) position steady in Q1 2026 at 2,234 shares worth $293K. The position accounts for 0.11% of the portfolio, ranked #137.

Alta Advisers first reported a position in EMR in Q3 2022 and has held it in 15 quarters since. The position peaked at $378K in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Alta Advisers held 2,234 shares of Emerson Electric worth $293K as of Q1 2026.
Alta Advisers left its Emerson Electric share count unchanged in Q1 2026.
Emerson Electric made up 0.11% of Alta Advisers's portfolio in Q1 2026, its #137 holding.
Alta Advisers first reported a position in Emerson Electric in Q3 2022 and has held it in 15 quarters since.
Alta Advisers's Emerson Electric position peaked at $378K in Q2 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.