EI
EMR icon

Ellevest Inc’s Emerson Electric EMR Stock Holding History

Ellevest Inc’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 		$489K Buy
3,732
+147
+4% +$21.1K 0.07% 234
2025
Q4 		$476K Sell
3,585
-1,136
-24% -$151K 0.07% 239
2025
Q3 		$619K Buy
+4,721
New +$644K 0.09% 170
2023
Q2 		– Sell
-744
Closed -$64.8K – 730
2023
Q1 		$64.8K Sell
744
-180
-19% -$15.7K 0.01% 536
2022
Q4 		$88.8K Sell
924
-2,612
-74% -$235K 0.01% 471
2022
Q3 		$259K Sell
3,536
-2,316
-40% -$192K 0.02% 219
2022
Q2 		$465K Sell
5,852
-189
-3% -$16.7K 0.04% 111
2022
Q1 		$592K Buy
6,041
+1,710
+39% +$162K 0.05% 90
2021
Q4 		$403K Buy
4,331
+4
+0.1% +$377 0.04% 151
2021
Q3 		$408K Buy
4,327
+829
+24% +$82.7K 0.04% 120
2021
Q2 		$337K Buy
3,498
+547
+19% +$51.4K 0.03% 141
2021
Q1 		$266K Buy
2,951
+633
+27% +$54.5K 0.03% 156
2020
Q4 		$186K Buy
2,318
+2,056
+785% +$153K 0.03% 182
2020
Q3 		$17K Buy
262
+101
+63% +$6.65K ﹤0.01% 550
2020
Q2 		$10K Sell
161
-263
-62% -$14.9K ﹤0.01% 613
2020
Q1 		$20K Sell
424
-81
-16% -$5.33K 0.01% 436
2019
Q4 		$39K Buy
505
+85
+20% +$6.13K 0.01% 248
2019
Q3 		$28K Hold
420
– – 0.01% 160
2019
Q2 		$28K Buy
420
+220
+110% +$14.7K 0.01% 175
2019
Q1 		$14K Hold
200
– – 0.01% 165
2018
Q4 		$12K Buy
+200
New +$13.5K 0.01% 361

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

Ellevest Inc's EMR Position: Q1 2026 in Review

Ellevest Inc increased its Emerson Electric (EMR) stake by 4.1% in Q1 2026, buying an estimated $21.1K and bringing the position to 3,732 shares worth $489K. The position accounts for 0.07% of the portfolio, ranked #234.

Ellevest Inc first reported a position in EMR in Q4 2018 and has held it in 21 quarters since. The position peaked at $619K in Q3 2025. 2,195 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Ellevest Inc held 3,732 shares of Emerson Electric worth $489K as of Q1 2026.
  • Ellevest Inc bought 147 Emerson Electric shares in Q1 2026, an estimated $21.1K.
  • Emerson Electric made up 0.07% of Ellevest Inc's portfolio in Q1 2026, its #234 holding.
  • Ellevest Inc first reported a position in Emerson Electric in Q4 2018 and has held it in 21 quarters since.
  • Ellevest Inc's Emerson Electric position peaked at $619K in Q3 2025.
  • 2,195 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.