EWA
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EverSource Wealth Advisors’s Emerson Electric EMR Stock Holding History

EverSource Wealth 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 		$665K Buy
5,074
+434
+9% +$62.4K 0.02% 494
2025
Q4 		$616K Buy
4,640
+428
+10% +$56.8K 0.02% 472
2025
Q3 		$553K Buy
4,212
+100
+2% +$13.6K 0.02% 463
2025
Q2 		$548K Buy
4,112
+738
+22% +$84.7K 0.02% 416
2025
Q1 		$370K Buy
3,374
+219
+7% +$26.4K 0.02% 451
2024
Q4 		$391K Buy
3,155
+252
+9% +$30.6K 0.02% 431
2024
Q3 		$317K Buy
2,903
+290
+11% +$31.2K 0.02% 434
2024
Q2 		$306K Buy
2,613
+1,126
+76% +$125K 0.02% 435
2024
Q1 		$160K Buy
1,487
+262
+21% +$26.9K 0.01% 562
2023
Q4 		$119K Buy
1,225
+253
+26% +$23.2K 0.01% 578
2023
Q3 		$93.9K Buy
972
+89
+10% +$8.48K 0.01% 586
2023
Q2 		$79.8K Buy
883
+125
+16% +$10.5K 0.01% 660
2023
Q1 		$66.1K Buy
758
+116
+18% +$10.1K 0.01% 681
2022
Q4 		$61.7K Buy
642
+299
+87% +$26.9K 0.01% 677
2022
Q3 		$25K Sell
343
-124
-27% -$10.3K 0.01% 829
2022
Q2 		$38K Sell
467
-145
-24% -$12.8K 0.01% 682
2022
Q1 		$60K Buy
612
+91
+17% +$8.62K 0.02% 432
2021
Q4 		$49K Buy
+521
New +$49.1K 0.01% 429

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

EverSource Wealth Advisors's EMR Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Emerson Electric (EMR) stake by 9.4% in Q1 2026, buying an estimated $62.4K and bringing the position to 5,074 shares worth $665K. The position accounts for 0.02% of the portfolio, ranked #494.

EverSource Wealth Advisors first reported a position in EMR in Q4 2021 and has held it in 18 quarters since. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • EverSource Wealth Advisors held 5,074 shares of Emerson Electric worth $665K as of Q1 2026.
  • EverSource Wealth Advisors bought 434 Emerson Electric shares in Q1 2026, an estimated $62.4K.
  • Emerson Electric made up 0.02% of EverSource Wealth Advisors's portfolio in Q1 2026, its #494 holding.
  • EverSource Wealth Advisors first reported a position in Emerson Electric in Q4 2021 and has held it in 18 quarters since.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.