Certuity’s Emerson Electric EMR Stock Holding History

Certuity’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	$506K	Sell	3,864 -2,502	-39%	-$360K	0.03%	290
2025 Q4	$845K	Sell	6,366 -412	-6%	-$54.7K	0.05%	184
2025 Q3	$889K	Buy	6,778 +602	+10%	+$82.1K	0.06%	172
2025 Q2	$823K	Sell	6,176 -411	-6%	-$47.2K	0.08%	142
2025 Q1	$722K	Sell	6,587 -715	-10%	-$86.2K	0.08%	149
2024 Q4	$905K	Buy	7,302 +1,781	+32%	+$216K	0.1%	120
2024 Q3	$604K	Sell	5,521 -4,476	-45%	-$482K	0.07%	166
2024 Q2	$1.1M	Sell	9,997 -4,743	-32%	-$524K	0.09%	120
2024 Q1	$1.67M	Buy	14,740 +5,175	+54%	+$532K	0.15%	82
2023 Q4	$931K	Buy	9,565 +7,474	+357%	+$684K	0.09%	117
2023 Q3	$202K	Buy	+2,091	New	+$199K	0.02%	246
2022 Q3	–	Sell	-2,523	Closed	-$201K	–	214
2022 Q2	$201K	Buy	+2,523	New	+$222K	0.05%	205
2021 Q4	–	Sell	-3,117	Closed	-$294K	–	333
2021 Q3	$294K	Buy	+3,117	New	+$311K	0.06%	283
2020 Q1	–	Sell	-2,336	Closed	-$178K	–	191
2019 Q4	$178K	Buy	+2,336	New	+$168K	0.09%	171

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

Certuity's EMR Position: Q1 2026 in Review

Certuity reduced its Emerson Electric (EMR) stake by 39% in Q1 2026, selling an estimated $360K and leaving 3,864 shares worth $506K. The position accounts for 0.03% of the portfolio, ranked #290.

Certuity first reported a position in EMR in Q4 2019 and has held it in 14 quarters since. The position peaked at $1.67M in Q1 2024. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Certuity held 3,864 shares of Emerson Electric worth $506K as of Q1 2026.
Certuity sold 2,502 Emerson Electric shares in Q1 2026, an estimated $360K.
Emerson Electric made up 0.03% of Certuity's portfolio in Q1 2026, its #290 holding.
Certuity first reported a position in Emerson Electric in Q4 2019 and has held it in 14 quarters since.
Certuity's Emerson Electric position peaked at $1.67M in Q1 2024.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.