GeoWealth Management’s Emerson Electric EMR Stock Holding History

GeoWealth 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	$627K	Sell	4,786 -283	-6%	-$40.7K	0.02%	419
2025 Q4	$673K	Sell	5,069 -227	-4%	-$30.1K	0.02%	372
2025 Q3	$695K	Buy	5,296 +140	+3%	+$19.1K	0.03%	372
2025 Q2	$687K	Sell	5,156 -19	-0.4%	-$2.18K	0.03%	333
2025 Q1	$567K	Sell	5,175 -406	-7%	-$48.9K	0.02%	397
2024 Q4	$692K	Sell	5,581 -340	-6%	-$41.2K	0.02%	394
2024 Q3	$648K	Sell	5,921 -750	-11%	-$80.7K	0.02%	413
2024 Q2	$735K	Sell	6,671 -6,987	-51%	-$773K	0.03%	338
2024 Q1	$1.55M	Buy	13,658 +7,533	+123%	+$774K	0.06%	217
2023 Q4	$596K	Buy	+6,125	New	+$561K	0.05%	296

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

GeoWealth Management's EMR Position: Q1 2026 in Review

GeoWealth Management reduced its Emerson Electric (EMR) stake by 5.6% in Q1 2026, selling an estimated $40.7K and leaving 4,786 shares worth $627K. The position accounts for 0.02% of the portfolio, ranked #419.

GeoWealth Management first reported a position in EMR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.55M in Q1 2024. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

GeoWealth Management held 4,786 shares of Emerson Electric worth $627K as of Q1 2026.
GeoWealth Management sold 283 Emerson Electric shares in Q1 2026, an estimated $40.7K.
Emerson Electric made up 0.02% of GeoWealth Management's portfolio in Q1 2026, its #419 holding.
GeoWealth Management first reported a position in Emerson Electric in Q4 2023 and has held it in 10 quarters since.
GeoWealth Management's Emerson Electric position peaked at $1.55M in Q1 2024.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.