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Crescent Grove Advisors’s Emerson Electric EMR Stock Holding History

Crescent Grove 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 		– Sell
-1,516
Closed -$201K – 311
2025
Q4 		$201K Buy
+1,516
New +$201K 0.02% 290
2025
Q3 		– Sell
-1,513
Closed -$202K – 298
2025
Q2 		$202K Buy
+1,513
New +$174K 0.02% 276
2024
Q2 		– Sell
-4,805
Closed -$545K – 286
2024
Q1 		$545K Buy
4,805
+2
+0% +$205 0.06% 172
2023
Q4 		$467K Sell
4,803
-298
-6% -$27.3K 0.05% 181
2023
Q3 		$493K Buy
5,101
+16
+0.3% +$1.52K 0.06% 174
2023
Q2 		$460K Sell
5,085
-12
-0.2% -$1.01K 0.05% 179
2023
Q1 		$444K Sell
5,097
-384
-7% -$33.6K 0.05% 184
2022
Q4 		$526K Buy
5,481
+702
+15% +$63.1K 0.05% 169
2022
Q3 		$350K Buy
4,779
+2
+0% +$166 0.04% 193
2022
Q2 		$380K Buy
4,777
+2
+0% +$176 0.04% 185
2022
Q1 		$468K Sell
4,775
-1,127
-19% -$107K 0.05% 175
2021
Q4 		$549K Buy
+5,902
New +$556K 0.05% 159

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

Crescent Grove Advisors's EMR Position: Q1 2026 in Review

Crescent Grove Advisors sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 1,516 shares — an estimated $201K sold.

Crescent Grove Advisors first reported a position in EMR in Q4 2021 and held it in 12 quarters. The position peaked at $549K in Q4 2021. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Crescent Grove Advisors reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
  • Crescent Grove Advisors sold 1,516 Emerson Electric shares in Q1 2026, an estimated $201K.
  • Crescent Grove Advisors first reported a position in Emerson Electric in Q4 2021 and held it in 12 quarters.
  • Crescent Grove Advisors's Emerson Electric position peaked at $549K in Q4 2021.
  • 2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Crescent Grove Advisors's 13F filing for Q1 2026, filed 6 May 2026.