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Beta Wealth Group’s Emerson Electric EMR Stock Holding History

Beta Wealth Group’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 		$604K Sell
4,608
-500
-10% -$71.9K 0.25% 69
2025
Q4 		$67.8K Buy
5,108
+501
+11% +$66.5K 0.03% 114
2025
Q3 		$604K Buy
4,607
+596
+15% +$81.3K 0.24% 73
2025
Q2 		$535K Sell
4,011
-999
-20% -$115K 0.2% 66
2025
Q1 		$549K Buy
5,010
+402
+9% +$48.5K 0.2% 62
2024
Q4 		$571K Sell
4,608
-601
-12% -$72.9K 0.25% 62
2024
Q3 		$570K Buy
5,209
+1,097
+27% +$118K 0.26% 66
2024
Q2 		$453K Buy
4,112
+1,505
+58% +$166K 0.21% 74
2024
Q1 		$296K Sell
2,607
-2,398
-48% -$246K 0.14% 87
2023
Q4 		$487K Buy
5,005
+303
+6% +$27.7K 0.26% 62
2023
Q3 		$454K Sell
4,702
-1,198
-20% -$114K 0.27% 68
2023
Q2 		$533K Buy
+5,900
New +$497K 0.31% 57
2023
Q1 		– Sell
-4,400
Closed -$423K – 105
2022
Q4 		$423K Sell
4,400
-41,600
-90% -$3.74M 0.28% 60
2022
Q3 		$3.37M Buy
46,000
+42,100
+1,079% +$3.5M 2.43% 13
2022
Q2 		$310K Buy
3,900
+300
+8% +$26.4K 0.21% 60
2022
Q1 		$353K Buy
+3,600
New +$341K 0.24% 59

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

Beta Wealth Group's EMR Position: Q1 2026 in Review

Beta Wealth Group reduced its Emerson Electric (EMR) stake by 9.8% in Q1 2026, selling an estimated $71.9K and leaving 4,608 shares worth $604K. The position accounts for 0.25% of the portfolio, ranked #69.

Beta Wealth Group first reported a position in EMR in Q1 2022 and has held it in 16 quarters since. The position peaked at $3.37M in Q3 2022. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Beta Wealth Group held 4,608 shares of Emerson Electric worth $604K as of Q1 2026.
  • Beta Wealth Group sold 500 Emerson Electric shares in Q1 2026, an estimated $71.9K.
  • Emerson Electric made up 0.25% of Beta Wealth Group's portfolio in Q1 2026, its #69 holding.
  • Beta Wealth Group first reported a position in Emerson Electric in Q1 2022 and has held it in 16 quarters since.
  • Beta Wealth Group's Emerson Electric position peaked at $3.37M in Q3 2022.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.