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Great Valley Advisor Group’s Emerson Electric EMR Stock Holding History

Great Valley Advisor Group’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 		$3.83M Buy
29,212
+2,044
+8% +$294K 0.07% 249
2025
Q4 		$3.61M Buy
27,168
+4,315
+19% +$572K 0.07% 241
2025
Q3 		$3M Buy
22,853
+459
+2% +$62.6K 0.06% 257
2025
Q2 		$2.99M Buy
22,394
+345
+2% +$39.6K 0.07% 246
2025
Q1 		$2.42M Sell
22,049
-262
-1% -$31.6K 0.05% 279
2024
Q4 		$2.77M Sell
22,311
-346
-2% -$42K 0.06% 270
2024
Q3 		$2.48M Buy
22,657
+3,823
+20% +$411K 0.06% 281
2024
Q2 		$2.07M Buy
18,834
+1,960
+12% +$217K 0.06% 278
2024
Q1 		$1.91M Buy
16,874
+420
+3% +$43.1K 0.06% 286
2023
Q4 		$1.6M Buy
16,454
+3,611
+28% +$331K 0.06% 273
2023
Q3 		$1.24M Buy
12,843
+1,324
+11% +$126K 0.05% 286
2023
Q2 		$1.04M Sell
11,519
-379
-3% -$31.9K 0.04% 308
2023
Q1 		$1.04M Buy
11,898
+6,819
+134% +$596K 0.05% 301
2022
Q4 		$488K Sell
5,079
-100
-2% -$8.99K 0.02% 448
2022
Q3 		$379K Buy
5,179
+487
+10% +$40.4K 0.02% 482
2022
Q2 		$373K Sell
4,692
-1,740
-27% -$153K 0.02% 499
2022
Q1 		$627K Buy
6,432
+1,908
+42% +$181K 0.04% 353
2021
Q4 		$422K Hold
4,524
– – 0.03% 419
2021
Q3 		$426K Buy
4,524
+224
+5% +$22.4K 0.03% 397
2021
Q2 		$409K Sell
4,300
-60
-1% -$5.64K 0.03% 393
2021
Q1 		$393K Buy
4,360
+80
+2% +$6.88K 0.04% 347
2020
Q4 		$344K Sell
4,280
-47
-1% -$3.49K 0.04% 345
2020
Q3 		$283K Buy
4,327
+43
+1% +$2.83K 0.03% 340
2020
Q2 		$265K Buy
+4,284
New +$243K 0.04% 332
2020
Q1 		– Sell
-4,051
Closed -$309K – 328
2019
Q4 		$309K Buy
4,051
+82
+2% +$5.91K 0.07% 276
2019
Q3 		$265K Buy
3,969
+24
+0.6% +$1.51K 0.06% 284
2019
Q2 		$263K Buy
3,945
+185
+5% +$12.4K 0.07% 272
2019
Q1 		$257K Buy
+3,760
New +$247K 0.08% 249

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

Great Valley Advisor Group's EMR Position: Q1 2026 in Review

Great Valley Advisor Group increased its Emerson Electric (EMR) stake by 7.5% in Q1 2026, buying an estimated $294K and bringing the position to 29,212 shares worth $3.83M. The position accounts for 0.07% of the portfolio, ranked #249.

Great Valley Advisor Group first reported a position in EMR in Q1 2019 and has held it in 28 quarters since. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Great Valley Advisor Group held 29,212 shares of Emerson Electric worth $3.83M as of Q1 2026.
  • Great Valley Advisor Group bought 2,044 Emerson Electric shares in Q1 2026, an estimated $294K.
  • Emerson Electric made up 0.07% of Great Valley Advisor Group's portfolio in Q1 2026, its #249 holding.
  • Great Valley Advisor Group first reported a position in Emerson Electric in Q1 2019 and has held it in 28 quarters since.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.