Coastal Bridge Advisors’s Emerson Electric EMR Stock Holding History

Coastal Bridge Advisors’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	$664K	Sell	5,071 -46	-0.9%	-$6.62K	0.05%	272
2025 Q4	$679K	Buy	5,117 +12	+0.2%	+$1.59K	0.05%	266
2025 Q3	$670K	Buy	5,105 +243	+5%	+$33.1K	0.05%	257
2025 Q2	$648K	Buy	+4,862	New	+$558K	0.05%	260
2025 Q1	–	Sell	-2,346	Closed	-$291K	–	296
2024 Q4	$291K	Hold	2,346	–	–	0.07%	120
2024 Q3	$257K	Hold	2,346	–	–	0.06%	138
2024 Q2	$258K	Buy	+2,346	New	+$259K	0.06%	124
2022 Q2	–	Sell	-2,139	Closed	-$210K	–	170
2022 Q1	$210K	Buy	+2,139	New	+$203K	0.05%	148

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

Coastal Bridge Advisors's EMR Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Emerson Electric (EMR) stake by 0.9% in Q1 2026, selling an estimated $6.62K and leaving 5,071 shares worth $664K. The position accounts for 0.05% of the portfolio, ranked #272.

Coastal Bridge Advisors first reported a position in EMR in Q1 2022 and has held it in 8 quarters since. The position peaked at $679K in Q4 2025. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Coastal Bridge Advisors held 5,071 shares of Emerson Electric worth $664K as of Q1 2026.
Coastal Bridge Advisors sold 46 Emerson Electric shares in Q1 2026, an estimated $6.62K.
Emerson Electric made up 0.05% of Coastal Bridge Advisors's portfolio in Q1 2026, its #272 holding.
Coastal Bridge Advisors first reported a position in Emerson Electric in Q1 2022 and has held it in 8 quarters since.
Coastal Bridge Advisors's Emerson Electric position peaked at $679K in Q4 2025.
2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.