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Compass Financial Services’s Emerson Electric EMR Stock Holding History

Compass Financial Services’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 		– Sell
-201
Closed -$26.7K – 109
2025
Q4 		$26.7K Buy
201
+1
+0.5% +$133 0.01% 135
2025
Q3 		$26.2K Hold
200
– – 0.01% 143
2025
Q2 		$26.7K Sell
200
-54
-21% -$6.2K 0.01% 133
2025
Q1 		$27.8K Sell
254
-177
-41% -$21.3K 0.01% 116
2024
Q4 		$53.4K Buy
+431
New +$52.3K 0.03% 64

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

Compass Financial Services's EMR Position: Q1 2026 in Review

Compass Financial Services sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 201 shares — an estimated $26.7K sold.

Compass Financial Services first reported a position in EMR in Q4 2024 and held it in 5 quarters. The position peaked at $53.4K in Q4 2024. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Compass Financial Services reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 201 Emerson Electric shares in Q1 2026, an estimated $26.7K.
  • Compass Financial Services first reported a position in Emerson Electric in Q4 2024 and held it in 5 quarters.
  • Compass Financial Services's Emerson Electric position peaked at $53.4K in Q4 2024.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.