Arete Wealth Advisors’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-2,479
| Closed | -$329K | – | 428 |
|
|
2025
Q4 | $329K | Sell |
2,479
-2,224
| -47% | -$295K | 0.02% | 557 |
|
|
2025
Q3 | $617K | Sell |
4,703
-256
| -5% | -$34.9K | 0.04% | 380 |
|
|
2025
Q2 | $661K | Sell |
4,959
-189
| -4% | -$21.7K | 0.05% | 337 |
|
|
2025
Q1 | $564K | Buy |
5,148
+269
| +6% | +$32.4K | 0.04% | 353 |
|
|
2024
Q4 | $606K | Buy |
4,879
+7
| +0.1% | +$849 | 0.04% | 358 |
|
|
2024
Q3 | $530K | Sell |
4,872
-1,401
| -22% | -$151K | 0.05% | 364 |
|
|
2024
Q2 | $688K | Buy |
+6,273
| New | +$694K | 0.06% | 319 |
|
|
2024
Q1 | – | Sell |
-6,757
| Closed | -$658K | – | 470 |
|
|
2023
Q4 | $658K | Buy |
6,757
+368
| +6% | +$33.7K | 0.05% | 338 |
|
|
2023
Q3 | $617K | Buy |
6,389
+290
| +5% | +$27.6K | 0.11% | 201 |
|
|
2023
Q2 | $551K | Sell |
6,099
-712
| -10% | -$59.9K | 0.05% | 341 |
|
|
2023
Q1 | $594K | Buy |
6,811
+985
| +17% | +$86.1K | 0.05% | 305 |
|
|
2022
Q4 | $560M | Buy |
5,826
+737
| +14% | +$66.3K | 0.05% | 304 |
|
|
2022
Q3 | $373K | Buy |
5,089
+702
| +16% | +$58.3K | 0.04% | 355 |
|
|
2022
Q2 | $349K | Sell |
4,387
-93
| -2% | -$8.2K | 0.04% | 310 |
|
|
2022
Q1 | $439K | Buy |
4,480
+414
| +10% | +$39.2K | 0.04% | 306 |
|
|
2021
Q4 | $374K | Buy |
4,066
+898
| +28% | +$84.6K | 0.03% | 343 |
|
|
2021
Q3 | $298K | Buy |
3,168
+190
| +6% | +$19K | 0.03% | 329 |
|
|
2021
Q2 | $244K | Buy |
2,978
+232
| +8% | +$21.8K | 0.03% | 293 |
|
|
2021
Q1 | $248K | Buy |
+2,746
| New | +$236K | 0.03% | 350 |
|
|
2020
Q2 | – | Sell |
-8,836
| Closed | -$421K | – | 381 |
|
|
2020
Q1 | $421K | Sell |
8,836
-422
| -5% | -$27.8K | 0.08% | 208 |
|
|
2019
Q4 | $706K | Buy |
9,258
+354
| +4% | +$25.5K | 0.12% | 188 |
|
|
2019
Q3 | $595K | Buy |
8,904
+5
| +0.1% | +$314 | 0.11% | 194 |
|
|
2019
Q2 | $594K | Sell |
8,899
-102
| -1% | -$6.83K | 0.12% | 195 |
|
|
2019
Q1 | $616K | Sell |
9,001
-728
| -7% | -$47.9K | 0.13% | 184 |
|
|
2018
Q4 | $581K | Sell |
9,729
-376
| -4% | -$25.4K | 0.14% | 175 |
|
|
2018
Q3 | $774K | Sell |
10,105
-135
| -1% | -$9.96K | 0.17% | 141 |
|
|
2018
Q2 | $708K | Buy |
+10,240
| New | +$720K | 0.17% | 155 |
|
Other funds holding EMR
VCM
VPM
Arete Wealth Advisors's EMR Position: Q1 2026 in Review
Arete Wealth Advisors sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 2,479 shares — an estimated $329K sold.
Arete Wealth Advisors first reported a position in EMR in Q2 2018 and held it in 27 quarters. The position peaked at $560M in Q4 2022. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.
- Arete Wealth Advisors reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
- Arete Wealth Advisors sold 2,479 Emerson Electric shares in Q1 2026, an estimated $329K.
- Arete Wealth Advisors first reported a position in Emerson Electric in Q2 2018 and held it in 27 quarters.
- Arete Wealth Advisors's Emerson Electric position peaked at $560M in Q4 2022.
- 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.
Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.