Fidelis Capital Partners’s Emerson Electric EMR Stock Holding History

Fidelis Capital Partners’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	$2.14M	Sell	16,342 -1,336	-8%	-$192K	0.15%	117
2025 Q4	$2.35M	Buy	17,678 +1,186	+7%	+$157K	0.17%	105
2025 Q3	$2.16M	Buy	16,492 +7,877	+91%	+$1.07M	0.17%	103
2025 Q2	$1.15M	Buy	8,615 +123	+1%	+$14.1K	0.11%	157
2025 Q1	$894K	Sell	8,492 -19	-0.2%	-$2.29K	0.1%	168
2024 Q4	$1.09M	Buy	8,511 +1,180	+16%	+$143K	0.11%	156
2024 Q3	$795K	Buy	7,331 +19	+0.3%	+$2.04K	0.09%	178
2024 Q2	$728K	Buy	7,312 +283	+4%	+$31.3K	0.1%	167
2024 Q1	$797K	Buy	7,029 +152	+2%	+$15.6K	0.12%	159
2023 Q4	$669K	Buy	6,877 +1	+0%	+$92	0.15%	143
2023 Q3	$664K	Buy	6,876 +329	+5%	+$31.3K	0.23%	105
2023 Q2	$592K	Buy	6,547 +66	+1%	+$5.55K	0.22%	110
2023 Q1	$547K	Buy	+6,481	New	+$566K	0.23%	109

Other funds holding EMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelis Capital Partners's EMR Position: Q1 2026 in Review

Fidelis Capital Partners reduced its Emerson Electric (EMR) stake by 7.6% in Q1 2026, selling an estimated $192K and leaving 16,342 shares worth $2.14M. The position accounts for 0.15% of the portfolio, ranked #117.

Fidelis Capital Partners first reported a position in EMR in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.35M in Q4 2025. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Fidelis Capital Partners held 16,342 shares of Emerson Electric worth $2.14M as of Q1 2026.
Fidelis Capital Partners sold 1,336 Emerson Electric shares in Q1 2026, an estimated $192K.
Emerson Electric made up 0.15% of Fidelis Capital Partners's portfolio in Q1 2026, its #117 holding.
Fidelis Capital Partners first reported a position in Emerson Electric in Q1 2023 and has held it in 13 quarters since.
Fidelis Capital Partners's Emerson Electric position peaked at $2.35M in Q4 2025.
2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.