Cordatus Wealth Management’s Emerson Electric EMR Stock Holding History

Cordatus 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	$2.36M	Sell	18,018 -109	-0.6%	-$15.7K	0.56%	55
2025 Q4	$2.41M	Sell	18,127 -189	-1%	-$25.1K	0.56%	54
2025 Q3	$2.4M	Buy	+18,316	New	+$2.5M	0.57%	53
2022 Q2	–	Sell	-29,038	Closed	-$2.85M	–	144
2022 Q1	$2.85M	Sell	29,038 -1,541	-5%	-$146K	1%	21
2021 Q4	$2.84M	Buy	+30,579	New	+$2.88M	0.83%	37
2021 Q1	$2.51M	Sell	27,811 -2,146	-7%	-$185K	0.96%	27
2020 Q4	$2.41M	Sell	29,957 -732	-2%	-$54.4K	1.02%	31
2020 Q3	$2.01M	Buy	+30,689	New	+$2.02M	0.97%	35
2020 Q1	–	Sell	-11,396	Closed	-$869K	–	110
2019 Q4	$869K	Buy	11,396 +1,896	+20%	+$137K	0.43%	86
2019 Q3	$635K	Buy	9,500 +1,315	+16%	+$82.7K	0.33%	95
2019 Q2	$546K	Buy	8,185 +330	+4%	+$22.1K	0.32%	93
2019 Q1	$538K	Buy	7,855 +828	+12%	+$54.5K	0.3%	100
2018 Q4	$420K	Buy	+7,027	New	+$474K	0.3%	84

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

Cordatus Wealth Management's EMR Position: Q1 2026 in Review

Cordatus Wealth Management reduced its Emerson Electric (EMR) stake by 0.6% in Q1 2026, selling an estimated $15.7K and leaving 18,018 shares worth $2.36M. The position accounts for 0.56% of the portfolio, ranked #55.

Cordatus Wealth Management first reported a position in EMR in Q4 2018 and has held it in 13 quarters since. The position peaked at $2.85M in Q1 2022. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Cordatus Wealth Management held 18,018 shares of Emerson Electric worth $2.36M as of Q1 2026.
Cordatus Wealth Management sold 109 Emerson Electric shares in Q1 2026, an estimated $15.7K.
Emerson Electric made up 0.56% of Cordatus Wealth Management's portfolio in Q1 2026, its #55 holding.
Cordatus Wealth Management first reported a position in Emerson Electric in Q4 2018 and has held it in 13 quarters since.
Cordatus Wealth Management's Emerson Electric position peaked at $2.85M in Q1 2022.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Cordatus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.