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FRG Family Wealth Advisors’s Emerson Electric EMR Stock Holding History

FRG Family 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 		$1.08M Sell
8,234
-2,743
-25% -$394K 0.18% 83
2025
Q4 		$1.46M Hold
10,977
– – 0.23% 68
2025
Q3 		$1.44M Hold
10,977
– – 0.23% 66
2025
Q2 		$1.46M Hold
10,977
– – 0.25% 62
2025
Q1 		$1.2M Hold
10,977
– – 0.23% 69
2024
Q4 		$1.36M Hold
10,977
– – 0.25% 62
2024
Q3 		$1.2M Hold
10,977
– – 0.21% 73
2024
Q2 		$1.18M Hold
10,977
– – 0.23% 70
2024
Q1 		$1.18M Sell
10,977
-600
-5% -$61.6K 0.23% 65
2023
Q4 		$1.13M Hold
11,577
– – 0.23% 65
2023
Q3 		$1.12M Sell
11,577
-93
-0.8% -$8.86K 0.25% 66
2023
Q2 		$1.05M Buy
11,670
+90
+0.8% +$7.58K 0.23% 69
2023
Q1 		$1.01M Hold
11,580
– – 0.23% 76
2022
Q4 		$1.11M Hold
11,580
– – 0.27% 70
2022
Q3 		$848K Hold
11,580
– – 0.21% 79
2022
Q2 		$921K Sell
11,580
-386
-3% -$34K 0.21% 76
2022
Q1 		$1.17M Hold
11,966
– – 0.23% 68
2021
Q4 		$1.11M Buy
11,966
+50
+0.4% +$4.71K 0.21% 73
2021
Q3 		$1.12M Sell
11,916
-873
-7% -$87.1K 0.22% 65
2021
Q2 		$1.23M Hold
12,789
– – 0.23% 65
2021
Q1 		$1.15M Sell
12,789
-2,175
-15% -$187K 0.24% 64
2020
Q4 		$1.2M Hold
14,964
– – 0.26% 61
2020
Q3 		$981K Sell
14,964
-6
-0% -$395 0.24% 70
2020
Q2 		$929K Hold
14,970
– – 0.25% 67
2020
Q1 		$713K Sell
14,970
-668
-4% -$44K 0.22% 78
2019
Q4 		$1.19M Sell
15,638
-366
-2% -$26.4K 0.29% 66
2019
Q3 		$1.07M Sell
16,004
-1,520
-9% -$95.5K 0.28% 69
2019
Q2 		$1.17M Sell
17,524
-6
-0% -$402 0.31% 69
2019
Q1 		$1.2M Sell
17,530
-902
-5% -$59.3K 0.34% 72
2018
Q4 		$1.1M Sell
18,432
-752
-4% -$50.7K 0.36% 72
2018
Q3 		$1.47M Sell
19,184
-2,440
-11% -$180K 0.4% 68
2018
Q2 		$1.5M Sell
21,624
-450
-2% -$31.6K 0.45% 63
2018
Q1 		$1.51M Buy
22,074
+135
+0.6% +$9.61K 0.5% 63
2017
Q4 		$1.53M Sell
21,939
-2
-0% -$130 0.49% 66
2017
Q3 		$1.38M Sell
21,941
-430
-2% -$25.9K 0.48% 68
2017
Q2 		$1.33M Sell
22,371
-453
-2% -$26.9K 0.49% 65
2017
Q1 		$1.36M Buy
22,824
+327
+1% +$19.5K 0.53% 63
2016
Q4 		$1.25M Sell
22,497
-64
-0.3% -$3.44K 0.52% 63
2016
Q3 		$1.23M Buy
22,561
+1,520
+7% +$81.5K 0.55% 65
2016
Q2 		$1.1M Buy
21,041
+2,074
+11% +$110K 0.5% 69
2016
Q1 		$1.03M Sell
18,967
-375
-2% -$18.1K 0.5% 67
2015
Q4 		$925K Buy
+19,342
New +$921K 0.45% 73

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

FRG Family Wealth Advisors's EMR Position: Q1 2026 in Review

FRG Family Wealth Advisors reduced its Emerson Electric (EMR) stake by 25% in Q1 2026, selling an estimated $394K and leaving 8,234 shares worth $1.08M. The position accounts for 0.18% of the portfolio, ranked #83.

FRG Family Wealth Advisors first reported a position in EMR in Q4 2015 and has held it in 42 quarters since. The position peaked at $1.53M in Q4 2017. 2,195 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • FRG Family Wealth Advisors held 8,234 shares of Emerson Electric worth $1.08M as of Q1 2026.
  • FRG Family Wealth Advisors sold 2,743 Emerson Electric shares in Q1 2026, an estimated $394K.
  • Emerson Electric made up 0.18% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #83 holding.
  • FRG Family Wealth Advisors first reported a position in Emerson Electric in Q4 2015 and has held it in 42 quarters since.
  • FRG Family Wealth Advisors's Emerson Electric position peaked at $1.53M in Q4 2017.
  • 2,195 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.