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Arkadios Wealth Advisors’s Emerson Electric EMR Stock Holding History

Arkadios Wealth Advisors’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 		$1.92M Buy
14,673
+1,648
+13% +$237K 0.03% 522
2025
Q4 		$1.73M Sell
13,025
-6,376
-33% -$846K 0.03% 497
2025
Q3 		$2.55M Buy
19,401
+2,961
+18% +$404K 0.06% 336
2025
Q2 		$2.19M Buy
16,440
+5,414
+49% +$621K 0.06% 324
2025
Q1 		$1.21M Buy
11,026
+8,220
+293% +$991K 0.05% 401
2024
Q4 		$348K Sell
2,806
-1,635
-37% -$198K 0.02% 672
2024
Q3 		$486K Buy
4,441
+2,072
+87% +$223K 0.03% 545
2024
Q2 		$261K Buy
2,369
+288
+14% +$31.8K 0.02% 679
2024
Q1 		$236K Sell
2,081
-17
-0.8% -$1.75K 0.02% 607
2023
Q4 		$204K Sell
2,098
-36
-2% -$3.3K 0.02% 644
2023
Q3 		$206K Buy
+2,134
New +$203K 0.02% 610
2021
Q4 		– Sell
-537
Closed -$50K – 910
2021
Q3 		$50K Hold
537
– – 0.01% 875
2021
Q2 		$51K Buy
537
+27
+5% +$2.54K 0.01% 915
2021
Q1 		$46K Hold
510
– – 0.01% 711
2020
Q4 		$40K Buy
510
+66
+15% +$4.91K 0.01% 598
2020
Q3 		$31.2K Sell
444
-294
-40% -$19.4K 0.02% 504
2020
Q2 		$45.8K Buy
738
+238
+48% +$13.5K 0.03% 391
2020
Q1 		$23.8K Sell
500
-100
-17% -$6.58K 0.02% 452
2019
Q4 		$43.9K Buy
+600
New +$43.2K 0.03% 329

Other funds holding EMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Arkadios Wealth Advisors's EMR Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its Emerson Electric (EMR) stake by 13% in Q1 2026, buying an estimated $237K and bringing the position to 14,673 shares worth $1.92M. The position accounts for 0.03% of the portfolio, ranked #522.

Arkadios Wealth Advisors first reported a position in EMR in Q4 2019 and has held it in 19 quarters since. The position peaked at $2.55M in Q3 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Arkadios Wealth Advisors held 14,673 shares of Emerson Electric worth $1.92M as of Q1 2026.
  • Arkadios Wealth Advisors bought 1,648 Emerson Electric shares in Q1 2026, an estimated $237K.
  • Emerson Electric made up 0.03% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #522 holding.
  • Arkadios Wealth Advisors first reported a position in Emerson Electric in Q4 2019 and has held it in 19 quarters since.
  • Arkadios Wealth Advisors's Emerson Electric position peaked at $2.55M in Q3 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.