GDS Wealth Management’s Emerson Electric EMR Stock Holding History

GDS 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	$528K	Buy	4,030 +28	+0.7%	+$4.03K	0.03%	118
2025 Q4	$531K	Sell	4,002 -1	-0%	-$133	0.03%	122
2025 Q3	$525K	Sell	4,003 -29	-0.7%	-$3.95K	0.03%	121
2025 Q2	$538K	Sell	4,032 -1	-0%	-$115	0.04%	114
2025 Q1	$442K	Buy	4,033 +68	+2%	+$8.2K	0.04%	115
2024 Q4	$491K	Buy	3,965 +79	+2%	+$9.58K	0.04%	114
2024 Q3	$425K	Sell	3,886 -294	-7%	-$31.6K	0.04%	120
2024 Q2	$460K	Sell	4,180 -89	-2%	-$9.84K	0.05%	88
2024 Q1	$484K	Sell	4,269 -193	-4%	-$19.8K	0.06%	91
2023 Q4	$434K	Buy	4,462 +78	+2%	+$7.14K	0.06%	93
2023 Q3	$423K	Sell	4,384 -204	-4%	-$19.4K	0.07%	81
2023 Q2	$415K	Sell	4,588 -125	-3%	-$10.5K	0.07%	87
2023 Q1	$411K	Sell	4,713 -528	-10%	-$46.1K	0.07%	86
2022 Q4	$503K	Hold	5,241	–	–	0.1%	76
2022 Q3	$384K	Sell	5,241 -167	-3%	-$13.9K	0.09%	81
2022 Q2	$430K	Buy	5,408 +138	+3%	+$12.2K	0.1%	78
2022 Q1	$495K	Sell	5,270 -7	-0.1%	-$663	0.11%	78
2021 Q4	$491K	Buy	+5,277	New	+$497K	0.11%	77

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

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

GDS Wealth Management increased its Emerson Electric (EMR) stake by 0.7% in Q1 2026, buying an estimated $4.03K and bringing the position to 4,030 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #118.

GDS Wealth Management first reported a position in EMR in Q4 2021 and has held it in 18 quarters since. The position peaked at $538K in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

GDS Wealth Management held 4,030 shares of Emerson Electric worth $528K as of Q1 2026.
GDS Wealth Management bought 28 Emerson Electric shares in Q1 2026, an estimated $4.03K.
Emerson Electric made up 0.03% of GDS Wealth Management's portfolio in Q1 2026, its #118 holding.
GDS Wealth Management first reported a position in Emerson Electric in Q4 2021 and has held it in 18 quarters since.
GDS Wealth Management's Emerson Electric position peaked at $538K in Q2 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

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