Atria Investments’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 | $7.32M | Buy |
55,890
+5,060
| +10% | +$728K | 0.08% | 266 |
|
|
2025
Q4 | $6.75M | Sell |
50,830
-4,436
| -8% | -$588K | 0.08% | 287 |
|
|
2025
Q3 | $7.25M | Buy |
55,266
+9,807
| +22% | +$1.34M | 0.08% | 267 |
|
|
2025
Q2 | $6.06M | Sell |
45,459
-3,831
| -8% | -$440K | 0.07% | 319 |
|
|
2025
Q1 | $5.4M | Buy |
49,290
+5,237
| +12% | +$631K | 0.07% | 341 |
|
|
2024
Q4 | $5.46M | Sell |
44,053
-9,417
| -18% | -$1.14M | 0.07% | 322 |
|
|
2024
Q3 | $5.85M | Buy |
53,470
+5,210
| +11% | +$561K | 0.07% | 310 |
|
|
2024
Q2 | $5.32M | Sell |
48,260
-2,366
| -5% | -$262K | 0.07% | 315 |
|
|
2024
Q1 | $5.74M | Buy |
50,626
+16,525
| +48% | +$1.7M | 0.08% | 301 |
|
|
2023
Q4 | $3.32M | Sell |
34,101
-600
| -2% | -$54.9K | 0.05% | 411 |
|
|
2023
Q3 | $3.35M | Buy |
34,701
+1,096
| +3% | +$104K | 0.06% | 394 |
|
|
2023
Q2 | $3.04M | Sell |
33,605
-10,927
| -25% | -$920K | 0.05% | 413 |
|
|
2023
Q1 | $3.88M | Buy |
44,532
+7,519
| +20% | +$657K | 0.07% | 323 |
|
|
2022
Q4 | $3.56M | Buy |
37,013
+262
| +0.7% | +$23.6K | 0.07% | 340 |
|
|
2022
Q3 | $2.69M | Sell |
36,751
-5,709
| -13% | -$474K | 0.06% | 394 |
|
|
2022
Q2 | $3.38M | Sell |
42,460
-9,330
| -18% | -$822K | 0.07% | 343 |
|
|
2022
Q1 | $5.08M | Sell |
51,790
-3,918
| -7% | -$371K | 0.09% | 281 |
|
|
2021
Q4 | $5.18M | Sell |
55,708
-5,679
| -9% | -$535K | 0.09% | 268 |
|
|
2021
Q3 | $5.78M | Buy |
61,387
+121
| +0.2% | +$12.1K | 0.1% | 213 |
|
|
2021
Q2 | $5.9M | Buy |
61,266
+2,183
| +4% | +$205K | 0.11% | 207 |
|
|
2021
Q1 | $5.33M | Buy |
59,083
+40,115
| +211% | +$3.45M | 0.12% | 202 |
|
|
2020
Q4 | $1.52M | Buy |
18,968
+3,429
| +22% | +$255K | 0.04% | 508 |
|
|
2020
Q3 | $1.02M | Buy |
+15,539
| New | +$1.02M | 0.03% | 565 |
|
|
2020
Q1 | – | Sell |
-12,886
| Closed | -$983K | – | 722 |
|
|
2019
Q4 | $983K | Sell |
12,886
-12,353
| -49% | -$890K | 0.03% | 530 |
|
|
2019
Q3 | $1.69M | Sell |
25,239
-4,022
| -14% | -$253K | 0.06% | 271 |
|
|
2019
Q2 | $1.71M | Buy |
29,261
+19,387
| +196% | +$1.3M | 0.06% | 260 |
|
|
2019
Q1 | $676K | Sell |
9,874
-2,469
| -20% | -$162K | 0.03% | 454 |
|
|
2018
Q4 | $737K | Sell |
12,343
-53,965
| -81% | -$3.64M | 0.03% | 387 |
|
|
2018
Q3 | $5.08M | Sell |
66,308
-5,423
| -8% | -$400K | 0.2% | 90 |
|
|
2018
Q2 | $4.96M | Sell |
71,731
-5,998
| -8% | -$422K | 0.22% | 82 |
|
|
2018
Q1 | $5.31M | Sell |
77,729
-4,247
| -5% | -$302K | 0.26% | 69 |
|
|
2017
Q4 | $5.71M | Buy |
81,976
+4,079
| +5% | +$264K | 0.28% | 56 |
|
|
2017
Q3 | $4.89M | Buy |
77,897
+2,378
| +3% | +$143K | 0.27% | 69 |
|
|
2017
Q2 | $4.5M | Buy |
75,519
+5,321
| +8% | +$316K | 0.28% | 65 |
|
|
2017
Q1 | $4.2M | Buy |
70,198
+12,250
| +21% | +$731K | 0.27% | 71 |
|
|
2016
Q4 | $3.23M | Buy |
57,948
+12,498
| +27% | +$672K | 0.25% | 70 |
|
|
2016
Q3 | $2.48M | Buy |
45,450
+7,717
| +20% | +$414K | 0.23% | 70 |
|
|
2016
Q2 | $2M | Buy |
37,733
+5,136
| +16% | +$273K | 0.22% | 73 |
|
|
2016
Q1 | $1.77M | Buy |
32,597
+9,490
| +41% | +$458K | 0.2% | 78 |
|
|
2015
Q4 | $1.02M | Buy |
23,107
+16,037
| +227% | +$763K | 0.11% | 135 |
|
|
2015
Q3 | $312K | Sell |
7,070
-742
| -9% | -$36.5K | 0.04% | 254 |
|
|
2015
Q2 | $433K | Sell |
7,812
-352
| -4% | -$20.7K | 0.05% | 265 |
|
|
2015
Q1 | $462K | Buy |
8,164
+2,119
| +35% | +$123K | 0.05% | 257 |
|
|
2014
Q4 | $373K | Sell |
6,045
-448
| -7% | -$28.1K | 0.04% | 296 |
|
|
2014
Q3 | $406K | Buy |
6,493
+1,184
| +22% | +$76.9K | 0.04% | 309 |
|
|
2014
Q2 | $352K | Buy |
5,309
+16
| +0.3% | +$1.08K | 0.04% | 313 |
|
|
2014
Q1 | $354K | Sell |
5,293
-204
| -4% | -$13.4K | 0.04% | 333 |
|
|
2013
Q4 | $386K | Sell |
5,497
-84
| -2% | -$5.61K | 0.04% | 334 |
|
|
2013
Q3 | $361K | Sell |
5,581
-12,826
| -70% | -$784K | 0.04% | 332 |
|
|
2013
Q2 | $1M | Buy |
+18,407
| New | +$1.04M | 0.12% | 103 |
|
Other funds holding EMR
VCM
VPM
Atria Investments's EMR Position: Q1 2026 in Review
Atria Investments increased its Emerson Electric (EMR) stake by 10% in Q1 2026, buying an estimated $728K and bringing the position to 55,890 shares worth $7.32M. The position accounts for 0.08% of the portfolio, ranked #266.
Atria Investments first reported a position in EMR in Q2 2013 and has held it in 50 quarters since. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.
- Atria Investments held 55,890 shares of Emerson Electric worth $7.32M as of Q1 2026.
- Atria Investments bought 5,060 Emerson Electric shares in Q1 2026, an estimated $728K.
- Emerson Electric made up 0.08% of Atria Investments's portfolio in Q1 2026, its #266 holding.
- Atria Investments first reported a position in Emerson Electric in Q2 2013 and has held it in 50 quarters since.
- 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.