Arcadia Investment Management’s Emerson Electric EMR Stock Holding History

Arcadia Investment Management’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	$66K	Hold	504	–	–	0.01%	164
2025 Q4	$66.9K	Buy	504 +4	+0.8%	+$531	0.01%	172
2025 Q3	$65.6K	Hold	500	–	–	0.01%	174
2025 Q2	$66.7K	Hold	500	–	–	0.01%	176
2025 Q1	$54.8K	Hold	500	–	–	0.01%	196
2024 Q4	$62K	Sell	500 -500	-50%	-$60.6K	0.01%	206
2024 Q3	$109K	Sell	1,000 -300	-23%	-$32.3K	0.02%	153
2024 Q2	$143K	Sell	1,300 -600	-32%	-$66.3K	0.02%	137
2024 Q1	$215K	Sell	1,900 -4,838	-72%	-$497K	0.04%	118
2023 Q4	$656K	Sell	6,738 -1,275	-16%	-$117K	0.13%	77
2023 Q3	$774K	Hold	8,013	–	–	0.16%	69
2023 Q2	$724K	Sell	8,013 -6,037	-43%	-$508K	0.15%	71
2023 Q1	$1.22M	Sell	14,050 -4,846	-26%	-$424K	0.27%	66
2022 Q4	$1.82M	Buy	18,896 +2,244	+13%	+$202K	0.42%	55
2022 Q3	$1.22M	Sell	16,652 -3,260	-16%	-$271K	0.3%	62
2022 Q2	$1.58M	Buy	19,912 +7,627	+62%	+$672K	0.35%	61
2022 Q1	$1.21M	Buy	12,285 +900	+8%	+$85.2K	0.23%	70
2021 Q4	$1.06M	Buy	11,385 +619	+6%	+$58.3K	0.18%	85
2021 Q3	$1.01M	Buy	10,766 +555	+5%	+$55.4K	0.19%	86
2021 Q2	$983K	Buy	10,211 +1,357	+15%	+$128K	0.18%	83
2021 Q1	$799K	Buy	8,854 +8,229	+1,317%	+$708K	0.16%	90
2020 Q4	$50K	Sell	625 -630	-50%	-$46.8K	0.01%	183
2020 Q3	$82K	Hold	1,255	–	–	0.02%	161
2020 Q2	$78K	Buy	1,255 +15	+1%	+$852	0.02%	153
2020 Q1	$59K	Hold	1,240	–	–	0.02%	174
2019 Q4	$95K	Hold	1,240	–	–	0.02%	156
2019 Q3	$83K	Sell	1,240 -215	-15%	-$13.5K	0.02%	166
2019 Q2	$97K	Buy	1,455 +615	+73%	+$41.2K	0.03%	155
2019 Q1	$58K	Buy	840 +450	+115%	+$29.6K	0.02%	185
2018 Q4	$23K	Sell	390 -9,460	-96%	-$638K	0.01%	230
2018 Q3	$754K	Hold	9,850	–	–	0.2%	78
2018 Q2	$681K	Buy	9,850 +7,525	+324%	+$529K	0.19%	81
2018 Q1	$159K	Sell	2,325 -375	-14%	-$26.7K	0.04%	132
2017 Q4	$188K	Sell	2,700 -190	-7%	-$12.3K	0.05%	126
2017 Q3	$182K	Hold	2,890	–	–	0.06%	123
2017 Q2	$172K	Sell	2,890 -31	-1%	-$1.84K	0.05%	128
2017 Q1	$175K	Hold	2,921	–	–	0.06%	124
2016 Q4	$163K	Buy	2,921 +450	+18%	+$24.2K	0.05%	130
2016 Q3	$135K	Buy	2,471 +190	+8%	+$10.2K	0.04%	130
2016 Q2	$119K	Buy	2,281 +234	+11%	+$12.4K	0.04%	134
2016 Q1	$111K	Buy	2,047 +190	+10%	+$9.16K	0.04%	128
2015 Q4	$89K	Buy	1,857 +657	+55%	+$31.3K	0.03%	138
2015 Q3	$53K	Hold	1,200	–	–	0.02%	142
2015 Q2	$66K	Buy	+1,200	New	+$70.5K	0.02%	145

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

Arcadia Investment Management's EMR Position: Q1 2026 in Review

Arcadia Investment Management held its Emerson Electric (EMR) position steady in Q1 2026 at 504 shares worth $66K. The position accounts for 0.01% of the portfolio, ranked #164.

Arcadia Investment Management first reported a position in EMR in Q2 2015 and has held it in 44 quarters since. The position peaked at $1.82M in Q4 2022. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Arcadia Investment Management held 504 shares of Emerson Electric worth $66K as of Q1 2026.
Arcadia Investment Management left its Emerson Electric share count unchanged in Q1 2026.
Emerson Electric made up 0.01% of Arcadia Investment Management's portfolio in Q1 2026, its #164 holding.
Arcadia Investment Management first reported a position in Emerson Electric in Q2 2015 and has held it in 44 quarters since.
Arcadia Investment Management's Emerson Electric position peaked at $1.82M in Q4 2022.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Arcadia Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.