AssuredPartners Investment Advisors’s Emerson Electric EMR Stock Holding History

AssuredPartners Investment 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	$201K	Sell	1,514 -1,005	-40%	-$145K	0.02%	387
2025 Q4	$334K	Buy	2,519 +729	+41%	+$96.7K	0.05%	261
2025 Q3	$235K	Buy	+1,790	New	+$244K	0.05%	241
2025 Q2	–	Sell	-2,416	Closed	-$265K	–	274
2025 Q1	$265K	Sell	2,416 -498	-17%	-$60K	0.05%	282
2024 Q4	$361K	Buy	+2,914	New	+$353K	0.07%	253

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

AssuredPartners Investment Advisors's EMR Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Emerson Electric (EMR) stake by 40% in Q1 2026, selling an estimated $145K and leaving 1,514 shares worth $201K. The position accounts for 0.02% of the portfolio, ranked #387.

AssuredPartners Investment Advisors first reported a position in EMR in Q4 2024 and has held it in 5 quarters since. The position peaked at $361K in Q4 2024. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

AssuredPartners Investment Advisors held 1,514 shares of Emerson Electric worth $201K as of Q1 2026.
AssuredPartners Investment Advisors sold 1,005 Emerson Electric shares in Q1 2026, an estimated $145K.
Emerson Electric made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #387 holding.
AssuredPartners Investment Advisors first reported a position in Emerson Electric in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's Emerson Electric position peaked at $361K in Q4 2024.
2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.