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CreativeOne Wealth’s Emerson Electric EMR Stock Holding History

CreativeOne Wealth’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 		$431K Buy
3,290
+107
+3% +$15.4K 0.01% 862
2025
Q4 		$422K Sell
3,183
-73
-2% -$9.68K 0.01% 844
2025
Q3 		$427K Sell
3,256
-1,515
-32% -$207K 0.01% 823
2025
Q2 		$636K Buy
4,771
+1,281
+37% +$147K 0.02% 669
2025
Q1 		$383K Buy
3,490
+217
+7% +$26.2K 0.01% 780
2024
Q4 		$406K Sell
3,273
-1,792
-35% -$217K 0.01% 761
2024
Q3 		$554K Buy
5,065
+2,781
+122% +$299K 0.02% 596
2024
Q2 		$252K Sell
2,284
-3,054
-57% -$338K 0.01% 660
2024
Q1 		$605K Buy
+5,338
New +$548K 0.02% 510
2023
Q3 		– Sell
-4,761
Closed -$430K – 655
2023
Q2 		$430K Sell
4,761
-1,942
-29% -$163K 0.02% 536
2023
Q1 		$584K Buy
6,703
+2,213
+49% +$193K 0.03% 424
2022
Q4 		$431K Sell
4,490
-2,026
-31% -$182K 0.02% 473
2022
Q3 		$477K Buy
6,516
+182
+3% +$15.1K 0.03% 420
2022
Q2 		$504K Sell
6,334
-1,855
-23% -$164K 0.03% 415
2022
Q1 		$803K Buy
8,189
+1,038
+15% +$98.3K 0.04% 322
2021
Q4 		$665K Buy
7,151
+1,333
+23% +$126K 0.03% 376
2021
Q3 		$548K Buy
5,818
+865
+17% +$86.3K 0.03% 384
2021
Q2 		$477K Buy
4,953
+1,868
+61% +$176K 0.03% 388
2021
Q1 		$278K Sell
3,085
-400
-11% -$34.4K 0.02% 467
2020
Q4 		$280K Buy
+3,485
New +$259K 0.02% 385

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

CreativeOne Wealth's EMR Position: Q1 2026 in Review

CreativeOne Wealth increased its Emerson Electric (EMR) stake by 3.4% in Q1 2026, buying an estimated $15.4K and bringing the position to 3,290 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #862.

CreativeOne Wealth first reported a position in EMR in Q4 2020 and has held it in 20 quarters since. The position peaked at $803K in Q1 2022. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • CreativeOne Wealth held 3,290 shares of Emerson Electric worth $431K as of Q1 2026.
  • CreativeOne Wealth bought 107 Emerson Electric shares in Q1 2026, an estimated $15.4K.
  • Emerson Electric made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #862 holding.
  • CreativeOne Wealth first reported a position in Emerson Electric in Q4 2020 and has held it in 20 quarters since.
  • CreativeOne Wealth's Emerson Electric position peaked at $803K in Q1 2022.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.