CarsonAllaria Wealth Management’s Emerson Electric EMR Stock Holding History

CarsonAllaria Wealth Management’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	$204K	Sell	1,560 -1,007	-39%	-$145K	0.1%	67
2025 Q4	$341K	Buy	2,567 +3	+0.1%	+$398	0.17%	44
2025 Q3	$336K	Buy	2,564 +3	+0.1%	+$409	0.17%	47
2025 Q2	$342K	Buy	2,561 +10	+0.4%	+$1.15K	0.18%	42
2025 Q1	$280K	Sell	2,551 -35	-1%	-$4.22K	0.16%	52
2024 Q4	$321K	Buy	2,586 +10	+0.4%	+$1.21K	0.18%	46
2024 Q3	$282K	Buy	2,576 +168	+7%	+$18.1K	0.16%	50
2024 Q2	$265K	Sell	2,408 -41	-2%	-$4.53K	0.16%	52
2024 Q1	$278K	Sell	2,449 -213	-8%	-$21.9K	0.17%	49
2023 Q4	$259K	Buy	2,662 +4	+0.2%	+$366	0.19%	53
2023 Q3	$257K	Hold	2,658	–	–	0.21%	53
2023 Q2	$240K	Buy	2,658 +6	+0.2%	+$505	0.19%	57
2023 Q1	$231K	Buy	2,652 +199	+8%	+$17.4K	0.19%	59
2022 Q4	$236K	Buy	2,453 +4	+0.2%	+$360	0.21%	58
2022 Q3	$179K	Buy	2,449 +5	+0.2%	+$415	0.17%	67
2022 Q2	$194K	Buy	2,444 +4	+0.2%	+$353	0.18%	65
2022 Q1	$239K	Buy	2,440 +5	+0.2%	+$473	0.21%	58
2021 Q4	$226K	Buy	+2,435	New	+$229K	0.2%	58

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

CarsonAllaria Wealth Management's EMR Position: Q1 2026 in Review

CarsonAllaria Wealth Management reduced its Emerson Electric (EMR) stake by 39% in Q1 2026, selling an estimated $145K and leaving 1,560 shares worth $204K. The position accounts for 0.1% of the portfolio, ranked #67.

CarsonAllaria Wealth Management first reported a position in EMR in Q4 2021 and has held it in 18 quarters since. The position peaked at $342K in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

CarsonAllaria Wealth Management held 1,560 shares of Emerson Electric worth $204K as of Q1 2026.
CarsonAllaria Wealth Management sold 1,007 Emerson Electric shares in Q1 2026, an estimated $145K.
Emerson Electric made up 0.1% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #67 holding.
CarsonAllaria Wealth Management first reported a position in Emerson Electric in Q4 2021 and has held it in 18 quarters since.
CarsonAllaria Wealth Management's Emerson Electric position peaked at $342K in Q2 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.