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Gladstone Institutional Advisory’s Emerson Electric EMR Stock Holding History

Gladstone Institutional Advisory’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 		$664K Sell
5,066
-54
-1% -$7.76K 0.02% 474
2025
Q4 		$680K Sell
5,120
-173
-3% -$22.9K 0.03% 439
2025
Q3 		$694K Buy
5,293
+141
+3% +$19.2K 0.03% 440
2025
Q2 		$687K Buy
5,152
+138
+3% +$15.8K 0.03% 417
2025
Q1 		$550K Buy
5,014
+127
+3% +$15.3K 0.03% 444
2024
Q4 		$606K Sell
4,887
-181
-4% -$22K 0.03% 423
2024
Q3 		$554K Buy
5,068
+175
+4% +$18.8K 0.03% 427
2024
Q2 		$539K Buy
4,893
+992
+25% +$110K 0.03% 411
2024
Q1 		$442K Sell
3,901
-1,406
-26% -$144K 0.02% 443
2023
Q4 		$517K Sell
5,307
-604
-10% -$55.3K 0.03% 410
2023
Q3 		$571K Sell
5,911
-108
-2% -$10.3K 0.04% 366
2023
Q2 		$544K Sell
6,019
-842
-12% -$70.9K 0.03% 389
2023
Q1 		$598K Buy
6,861
+1,019
+17% +$89.1K 0.04% 368
2022
Q4 		$561K Sell
5,842
-1,595
-21% -$143K 0.04% 377
2022
Q3 		$545K Sell
7,437
-648
-8% -$53.8K 0.04% 376
2022
Q2 		$643K Sell
8,085
-1,830
-18% -$161K 0.05% 355
2022
Q1 		$972K Sell
9,915
-16,273
-62% -$1.54M 0.07% 297
2021
Q4 		$2.44M Buy
26,188
+6,217
+31% +$585K 0.19% 151
2021
Q3 		$1.88M Buy
19,971
+7,044
+54% +$703K 0.18% 148
2021
Q2 		$1.24M Buy
12,927
+9,959
+336% +$936K 0.15% 164
2021
Q1 		$268K Buy
+2,968
New +$255K 0.04% 340

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

Gladstone Institutional Advisory's EMR Position: Q1 2026 in Review

Gladstone Institutional Advisory reduced its Emerson Electric (EMR) stake by 1.1% in Q1 2026, selling an estimated $7.76K and leaving 5,066 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #474.

Gladstone Institutional Advisory first reported a position in EMR in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.44M in Q4 2021. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Gladstone Institutional Advisory held 5,066 shares of Emerson Electric worth $664K as of Q1 2026.
  • Gladstone Institutional Advisory sold 54 Emerson Electric shares in Q1 2026, an estimated $7.76K.
  • Emerson Electric made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #474 holding.
  • Gladstone Institutional Advisory first reported a position in Emerson Electric in Q1 2021 and has held it in 21 quarters since.
  • Gladstone Institutional Advisory's Emerson Electric position peaked at $2.44M in Q4 2021.
  • 2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.