EWM
EMR icon

Evolution Wealth Management’s Emerson Electric EMR Stock Holding History

Evolution Wealth Management’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 		$6.55K Hold
50
– – ﹤0.01% 574
2025
Q4 		$6.64K Buy
+50
New +$6.63K 0.01% 500

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

Evolution Wealth Management's EMR Position: Q1 2026 in Review

Evolution Wealth Management held its Emerson Electric (EMR) position steady in Q1 2026 at 50 shares worth $6.55K. The position accounts for ﹤0.01% of the portfolio, ranked #574.

Evolution Wealth Management first reported a position in EMR in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.64K in Q4 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Evolution Wealth Management held 50 shares of Emerson Electric worth $6.55K as of Q1 2026.
  • Evolution Wealth Management left its Emerson Electric share count unchanged in Q1 2026.
  • Emerson Electric made up ﹤0.01% of Evolution Wealth Management's portfolio in Q1 2026, its #574 holding.
  • Evolution Wealth Management first reported a position in Emerson Electric in Q4 2025 and has held it in 2 quarters since.
  • Evolution Wealth Management's Emerson Electric position peaked at $6.64K in Q4 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.