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Beacon Pointe Advisors’s Emerson Electric EMR Stock Holding History

Beacon Pointe 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 		$13.1M Buy
99,989
+9,248
+10% +$1.33M 0.07% 258
2025
Q4 		$12M Buy
90,741
+3,656
+4% +$485K 0.08% 217
2025
Q3 		$11.4M Buy
87,085
+4,395
+5% +$599K 0.1% 199
2025
Q2 		$11M Sell
82,690
-80
-0.1% -$9.18K 0.12% 162
2025
Q1 		$9.07M Sell
82,770
-1,304
-2% -$157K 0.1% 186
2024
Q4 		$10.4M Buy
84,074
+2,134
+3% +$259K 0.12% 166
2024
Q3 		$8.96M Buy
81,940
+2,989
+4% +$322K 0.1% 174
2024
Q2 		$8.7M Buy
78,951
+1,308
+2% +$145K 0.1% 181
2024
Q1 		$8.81M Buy
77,643
+7,089
+10% +$728K 0.1% 189
2023
Q4 		$6.87M Buy
70,554
+15,581
+28% +$1.43M 0.08% 220
2023
Q3 		$5.31M Buy
54,973
+8,974
+20% +$855K 0.07% 252
2023
Q2 		$4.16M Buy
45,999
+3,100
+7% +$261K 0.07% 240
2023
Q1 		$3.74M Buy
42,899
+1,323
+3% +$116K 0.06% 267
2022
Q4 		$3.99M Buy
41,576
+68
+0.2% +$6.11K 0.08% 232
2022
Q3 		$3.04M Sell
41,508
-284
-0.7% -$23.6K 0.07% 235
2022
Q2 		$3.32M Sell
41,792
-20,806
-33% -$1.83M 0.07% 241
2022
Q1 		$6.14M Buy
62,598
+49,060
+362% +$4.64M 0.08% 222
2021
Q4 		$1.26M Sell
13,538
-16,964
-56% -$1.6M 0.03% 332
2021
Q3 		$2.87M Buy
30,502
+18,394
+152% +$1.84M 0.07% 233
2021
Q2 		$1.17M Buy
12,108
+9,713
+406% +$913K 0.04% 309
2021
Q1 		$215K Buy
+2,395
New +$206K 0.01% 481

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

Beacon Pointe Advisors's EMR Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Emerson Electric (EMR) stake by 10% in Q1 2026, buying an estimated $1.33M and bringing the position to 99,989 shares worth $13.1M. The position accounts for 0.07% of the portfolio, ranked #258.

Beacon Pointe Advisors first reported a position in EMR in Q1 2021 and has held it in 21 quarters since. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Beacon Pointe Advisors held 99,989 shares of Emerson Electric worth $13.1M as of Q1 2026.
  • Beacon Pointe Advisors bought 9,248 Emerson Electric shares in Q1 2026, an estimated $1.33M.
  • Emerson Electric made up 0.07% of Beacon Pointe Advisors's portfolio in Q1 2026, its #258 holding.
  • Beacon Pointe Advisors first reported a position in Emerson Electric in Q1 2021 and has held it in 21 quarters since.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.