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Cassaday & Co Wealth Management’s Emerson Electric EMR Stock Holding History

Cassaday & Co 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 		$203K Sell
1,550
-125
-7% -$18K ﹤0.01% 342
2025
Q4 		$222K Buy
1,675
+125
+8% +$16.6K ﹤0.01% 332
2025
Q3 		$203K Hold
1,550
– – ﹤0.01% 333
2025
Q2 		$207K Sell
1,550
-274
-15% -$31.4K 0.01% 319
2025
Q1 		$200K Sell
1,824
-888
-33% -$107K 0.01% 306
2024
Q4 		$336K Buy
2,712
+789
+41% +$95.7K 0.01% 240
2024
Q3 		$210K Buy
+1,923
New +$207K 0.01% 295

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

Cassaday & Co Wealth Management's EMR Position: Q1 2026 in Review

Cassaday & Co Wealth Management reduced its Emerson Electric (EMR) stake by 7.5% in Q1 2026, selling an estimated $18K and leaving 1,550 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Cassaday & Co Wealth Management first reported a position in EMR in Q3 2024 and has held it in 7 quarters since. The position peaked at $336K in Q4 2024. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Cassaday & Co Wealth Management held 1,550 shares of Emerson Electric worth $203K as of Q1 2026.
  • Cassaday & Co Wealth Management sold 125 Emerson Electric shares in Q1 2026, an estimated $18K.
  • Emerson Electric made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q1 2026, its #342 holding.
  • Cassaday & Co Wealth Management first reported a position in Emerson Electric in Q3 2024 and has held it in 7 quarters since.
  • Cassaday & Co Wealth Management's Emerson Electric position peaked at $336K in Q4 2024.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.