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Berkeley Capital Partners’s Emerson Electric EMR Stock Holding History

Berkeley Capital Partners’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 		$215K Buy
1,643
+12
+0.7% +$1.73K 0.05% 169
2025
Q4 		$216K Hold
1,631
– – 0.05% 182
2025
Q3 		$214K Buy
+1,631
New +$222K 0.05% 174

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

Berkeley Capital Partners's EMR Position: Q1 2026 in Review

Berkeley Capital Partners increased its Emerson Electric (EMR) stake by 0.74% in Q1 2026, buying an estimated $1.73K and bringing the position to 1,643 shares worth $215K. The position accounts for 0.05% of the portfolio, ranked #169.

Berkeley Capital Partners first reported a position in EMR in Q3 2025 and has held it in 3 quarters since. The position peaked at $216K in Q4 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Berkeley Capital Partners held 1,643 shares of Emerson Electric worth $215K as of Q1 2026.
  • Berkeley Capital Partners bought 12 Emerson Electric shares in Q1 2026, an estimated $1.73K.
  • Emerson Electric made up 0.05% of Berkeley Capital Partners's portfolio in Q1 2026, its #169 holding.
  • Berkeley Capital Partners first reported a position in Emerson Electric in Q3 2025 and has held it in 3 quarters since.
  • Berkeley Capital Partners's Emerson Electric position peaked at $216K in Q4 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Berkeley Capital Partners's 13F filing for Q1 2026, filed 7 May 2026.