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Cherry Tree Wealth Management’s Emerson Electric EMR Stock Holding History

Cherry Tree 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 		$1.58M Hold
12,067
– – 0.33% 60
2025
Q4 		$1.6M Sell
12,067
-1,074
-8% -$142K 0.34% 63
2025
Q3 		$1.72M Hold
13,141
– – 0.38% 54
2025
Q2 		$1.75M Hold
13,141
– – 0.41% 50
2025
Q1 		$1.44M Sell
13,141
-403
-3% -$48.6K 0.35% 55
2024
Q4 		$1.68M Hold
13,544
– – 0.42% 49
2024
Q3 		$1.48M Hold
13,544
– – 0.35% 54
2024
Q2 		$1.49M Sell
13,544
-1,817
-12% -$201K 0.37% 52
2024
Q1 		$1.74M Hold
15,361
– – 0.44% 49
2023
Q4 		$1.5M Hold
15,361
– – 0.4% 50
2023
Q3 		$1.48M Sell
15,361
-522
-3% -$49.7K 0.43% 44
2023
Q2 		$1.44M Buy
+15,883
New +$1.34M 0.42% 42

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cherry Tree Wealth Management's EMR Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Emerson Electric (EMR) position steady in Q1 2026 at 12,067 shares worth $1.58M. The position accounts for 0.33% of the portfolio, ranked #60.

Cherry Tree Wealth Management first reported a position in EMR in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.75M in Q2 2025. 2,209 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Cherry Tree Wealth Management held 12,067 shares of Emerson Electric worth $1.58M as of Q1 2026.
  • Cherry Tree Wealth Management left its Emerson Electric share count unchanged in Q1 2026.
  • Emerson Electric made up 0.33% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #60 holding.
  • Cherry Tree Wealth Management first reported a position in Emerson Electric in Q2 2023 and has held it in 12 quarters since.
  • Cherry Tree Wealth Management's Emerson Electric position peaked at $1.75M in Q2 2025.
  • 2,209 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.