Carson Advisory’s Emerson Electric EMR Stock Holding History

Carson Advisory’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	$222K	Buy	1,695 +3	+0.2%	+$431	0.12%	172
2025 Q4	$225K	Buy	1,692 +15	+0.9%	+$1.99K	0.12%	170
2025 Q3	$220K	Buy	1,677 +1	+0.1%	+$136	0.12%	164
2025 Q2	$223K	Buy	+1,676	New	+$192K	0.14%	155
2025 Q1	–	Sell	-1,698	Closed	-$210K	–	167
2024 Q4	$210K	Buy	+1,698	New	+$206K	0.15%	149

Other funds holding EMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Carson Advisory's EMR Position: Q1 2026 in Review

Carson Advisory increased its Emerson Electric (EMR) stake by 0.18% in Q1 2026, buying an estimated $431 and bringing the position to 1,695 shares worth $222K. The position accounts for 0.12% of the portfolio, ranked #172.

Carson Advisory first reported a position in EMR in Q4 2024 and has held it in 5 quarters since. The position peaked at $225K in Q4 2025. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Carson Advisory held 1,695 shares of Emerson Electric worth $222K as of Q1 2026.
Carson Advisory bought 3 Emerson Electric shares in Q1 2026, an estimated $431.
Emerson Electric made up 0.12% of Carson Advisory's portfolio in Q1 2026, its #172 holding.
Carson Advisory first reported a position in Emerson Electric in Q4 2024 and has held it in 5 quarters since.
Carson Advisory's Emerson Electric position peaked at $225K in Q4 2025.
2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.