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Dean Investment Associates’s Emerson Electric EMR Stock Holding History

Dean Investment Associates’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 		$325K Sell
2,479
-16
-0.6% -$2.3K 0.05% 186
2025
Q4 		$331K Sell
2,495
-32
-1% -$4.25K 0.05% 193
2025
Q3 		$331K Sell
2,527
-25
-1% -$3.41K 0.05% 199
2025
Q2 		$340K Sell
2,552
-22
-0.9% -$2.52K 0.05% 198
2025
Q1 		$282K Sell
2,574
-1,112
-30% -$134K 0.04% 207
2024
Q4 		$457K Sell
3,686
-297
-7% -$36K 0.07% 204
2024
Q3 		$436K Sell
3,983
-187
-4% -$20.1K 0.06% 204
2024
Q2 		$459K Sell
4,170
-1,579
-27% -$175K 0.07% 203
2024
Q1 		$652K Sell
5,749
-465
-7% -$47.8K 0.09% 191
2023
Q4 		$605K Sell
6,214
-264
-4% -$24.2K 0.09% 188
2023
Q3 		$626K Sell
6,478
-59
-0.9% -$5.62K 0.1% 185
2023
Q2 		$591K Sell
6,537
-238
-4% -$20K 0.1% 194
2023
Q1 		$590K Sell
6,775
-23,134
-77% -$2.02M 0.09% 192
2022
Q4 		$2.87M Sell
29,909
-19,421
-39% -$1.75M 0.49% 80
2022
Q3 		$3.61M Buy
49,330
+737
+2% +$61.2K 0.74% 42
2022
Q2 		$3.87M Sell
48,593
-1,154
-2% -$102K 0.75% 35
2022
Q1 		$4.88M Sell
49,747
-883
-2% -$83.6K 0.87% 22
2021
Q4 		$4.71M Sell
50,630
-624
-1% -$58.8K 0.83% 29
2021
Q3 		$4.83M Sell
51,254
-711
-1% -$70.9K 0.91% 19
2021
Q2 		$5M Sell
51,965
-141
-0.3% -$13.3K 0.92% 19
2021
Q1 		$4.7M Sell
52,106
-697
-1% -$60K 0.89% 17
2020
Q4 		$4.24M Sell
52,803
-2,577
-5% -$192K 0.88% 19
2020
Q3 		$3.63M Sell
55,380
-1,024
-2% -$67.4K 0.87% 19
2020
Q2 		$3.5M Buy
56,404
+472
+0.8% +$26.8K 0.84% 24
2020
Q1 		$2.67M Buy
55,932
+141
+0.3% +$9.28K 0.57% 72
2019
Q4 		$4.25M Sell
55,791
-22,441
-29% -$1.62M 0.67% 52
2019
Q3 		$5.23M Buy
78,232
+180
+0.2% +$11.3K 0.77% 42
2019
Q2 		$5.21M Sell
78,052
-147
-0.2% -$9.85K 0.75% 43
2019
Q1 		$5.35M Sell
78,199
-85
-0.1% -$5.59K 0.78% 43
2018
Q4 		$4.68M Buy
78,284
+1,443
+2% +$97.3K 0.74% 53
2018
Q3 		$5.88M Buy
76,841
+120
+0.2% +$8.85K 0.82% 38
2018
Q2 		$5.3M Sell
76,721
-2,074
-3% -$146K 0.78% 44
2018
Q1 		$5.38M Sell
78,795
-3,409
-4% -$243K 0.8% 45
2017
Q4 		$5.73M Sell
82,204
-29
-0% -$1.88K 0.87% 28
2017
Q3 		$5.17M Sell
82,233
-11,703
-12% -$706K 0.79% 50
2017
Q2 		$5.6M Buy
93,936
+1,545
+2% +$91.6K 0.85% 36
2017
Q1 		$5.53M Sell
92,391
-2,793
-3% -$167K 0.92% 31
2016
Q4 		$5.31M Buy
95,184
+7
+0% +$377 0.91% 38
2016
Q3 		$5.19M Buy
95,177
+863
+0.9% +$46.3K 0.97% 28
2016
Q2 		$4.92M Buy
94,314
+245
+0.3% +$13K 0.96% 32
2016
Q1 		$5.12M Buy
94,069
+6,979
+8% +$337K 1.04% 19
2015
Q4 		$4.17M Sell
87,090
-2,035
-2% -$96.9K 0.92% 36
2015
Q3 		$3.94M Buy
89,125
+1,757
+2% +$86.4K 0.89% 40
2015
Q2 		$4.84M Buy
87,368
+57,872
+196% +$3.4M 1.1% 20
2015
Q1 		$1.67M Buy
29,496
+4,949
+20% +$288K 0.39% 90
2014
Q4 		$1.51M Buy
24,547
+255
+1% +$16K 0.35% 100
2014
Q3 		$1.52M Buy
24,292
+335
+1% +$21.8K 0.37% 86
2014
Q2 		$1.59M Sell
23,957
-212
-0.9% -$14.3K 0.37% 88
2014
Q1 		$1.61M Sell
24,169
-402
-2% -$26.5K 0.39% 90
2013
Q4 		$1.72M Sell
24,571
-400
-2% -$26.7K 0.41% 83
2013
Q3 		$1.62M Buy
24,971
+587
+2% +$35.9K 0.42% 84
2013
Q2 		$1.33M Buy
+24,384
New +$1.37M 0.38% 88

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

Dean Investment Associates's EMR Position: Q1 2026 in Review

Dean Investment Associates reduced its Emerson Electric (EMR) stake by 0.64% in Q1 2026, selling an estimated $2.3K and leaving 2,479 shares worth $325K. The position accounts for 0.05% of the portfolio, ranked #186.

Dean Investment Associates first reported a position in EMR in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.88M in Q3 2018. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Dean Investment Associates held 2,479 shares of Emerson Electric worth $325K as of Q1 2026.
  • Dean Investment Associates sold 16 Emerson Electric shares in Q1 2026, an estimated $2.3K.
  • Emerson Electric made up 0.05% of Dean Investment Associates's portfolio in Q1 2026, its #186 holding.
  • Dean Investment Associates first reported a position in Emerson Electric in Q2 2013 and has held it in 52 quarters since.
  • Dean Investment Associates's Emerson Electric position peaked at $5.88M in Q3 2018.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.