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Avestar Capital’s Emerson Electric EMR Stock Holding History

Avestar Capital’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 		$802K Sell
6,121
-28
-0.5% -$4.03K 0.05% 264
2025
Q4 		$816K Sell
6,149
-72
-1% -$9.55K 0.05% 257
2025
Q3 		$816K Sell
6,221
-333
-5% -$45.4K 0.05% 258
2025
Q2 		$874K Sell
6,554
-792
-11% -$90.9K 0.06% 237
2025
Q1 		$805K Buy
7,346
+1,091
+17% +$132K 0.07% 221
2024
Q4 		$775K Buy
6,255
+325
+5% +$39.4K 0.07% 215
2024
Q3 		$649K Buy
5,930
+66
+1% +$7.1K 0.07% 218
2024
Q2 		$646K Buy
5,864
+3,256
+125% +$360K 0.07% 210
2024
Q1 		$296K Buy
2,608
+399
+18% +$41K 0.03% 341
2023
Q4 		$215K Buy
+2,209
New +$202K 0.02% 352
2019
Q3 		– Sell
-225
Closed -$12K – 369
2019
Q2 		$12K Hold
225
– – 0.01% 477
2019
Q1 		$13K Hold
225
– – 0.01% 435
2018
Q4 		$11K Sell
225
-436
-66% -$29.4K 0.01% 424
2018
Q3 		$48K Sell
661
-9,579
-94% -$707K 0.03% 278
2018
Q2 		$705K Buy
10,240
+2
+0% +$141 0.45% 42
2018
Q1 		$697K Sell
10,238
-98
-0.9% -$6.98K 0.45% 42
2017
Q4 		$717K Buy
+10,336
New +$670K 0.54% 24

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

Avestar Capital's EMR Position: Q1 2026 in Review

Avestar Capital reduced its Emerson Electric (EMR) stake by 0.46% in Q1 2026, selling an estimated $4.03K and leaving 6,121 shares worth $802K. The position accounts for 0.05% of the portfolio, ranked #264.

Avestar Capital first reported a position in EMR in Q4 2017 and has held it in 17 quarters since. The position peaked at $874K in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Avestar Capital held 6,121 shares of Emerson Electric worth $802K as of Q1 2026.
  • Avestar Capital sold 28 Emerson Electric shares in Q1 2026, an estimated $4.03K.
  • Emerson Electric made up 0.05% of Avestar Capital's portfolio in Q1 2026, its #264 holding.
  • Avestar Capital first reported a position in Emerson Electric in Q4 2017 and has held it in 17 quarters since.
  • Avestar Capital's Emerson Electric position peaked at $874K in Q2 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Avestar Capital's 13F filing for Q1 2026, filed 13 May 2026.