CIA
EMR icon

Concurrent Investment Advisors’s Emerson Electric EMR Stock Holding History

Concurrent Investment 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 		$7.2M Buy
54,922
+340
+0.6% +$48.9K 0.08% 275
2025
Q4 		$7.24M Buy
54,582
+4,088
+8% +$542K 0.08% 257
2025
Q3 		$6.62M Buy
50,494
+211
+0.4% +$28.8K 0.11% 189
2025
Q2 		$6.7M Buy
50,283
+154
+0.3% +$17.7K 0.13% 175
2025
Q1 		$5.5M Buy
50,129
+2,115
+4% +$255K 0.13% 167
2024
Q4 		$5.95M Buy
48,014
+6,101
+15% +$740K 0.16% 134
2024
Q3 		$4.58M Buy
41,913
+963
+2% +$104K 0.14% 161
2024
Q2 		$4.51M Buy
40,950
+11,533
+39% +$1.28M 0.15% 150
2024
Q1 		$3.34M Sell
29,417
-3,207
-10% -$329K 0.13% 167
2023
Q4 		$3.18M Buy
+32,624
New +$2.99M 0.15% 151

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

Concurrent Investment Advisors's EMR Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Emerson Electric (EMR) stake by 0.62% in Q1 2026, buying an estimated $48.9K and bringing the position to 54,922 shares worth $7.2M. The position accounts for 0.08% of the portfolio, ranked #275.

Concurrent Investment Advisors first reported a position in EMR in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.24M in Q4 2025. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Concurrent Investment Advisors held 54,922 shares of Emerson Electric worth $7.2M as of Q1 2026.
  • Concurrent Investment Advisors bought 340 Emerson Electric shares in Q1 2026, an estimated $48.9K.
  • Emerson Electric made up 0.08% of Concurrent Investment Advisors's portfolio in Q1 2026, its #275 holding.
  • Concurrent Investment Advisors first reported a position in Emerson Electric in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Emerson Electric position peaked at $7.24M in Q4 2025.
  • 2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.