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Heritage Wealth Management (Ohio)’s Emerson Electric EMR Stock Holding History

Heritage Wealth Management (Ohio)’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 		– Sell
-9,325
Closed -$1.24M – 175
2025
Q4 		$1.24M Sell
9,325
-155
-2% -$20.6K 0.34% 76
2025
Q3 		$1.24M Sell
9,480
-25
-0.3% -$3.41K 0.37% 73
2025
Q2 		$1.27M Sell
9,505
-157
-2% -$18K 0.41% 65
2025
Q1 		$1.06M Sell
9,662
-150
-2% -$18.1K 0.36% 71
2024
Q4 		$1.22M Hold
9,812
– – 0.4% 64
2024
Q3 		$1.07M Hold
9,812
– – 0.35% 74
2024
Q2 		$1.07M Buy
+9,812
New +$1.08M 0.36% 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

Heritage Wealth Management (Ohio)'s EMR Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 9,325 shares — an estimated $1.24M sold.

Heritage Wealth Management (Ohio) first reported a position in EMR in Q2 2024 and held it in 7 quarters. The position peaked at $1.27M in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 9,325 Emerson Electric shares in Q1 2026, an estimated $1.24M.
  • Heritage Wealth Management (Ohio) first reported a position in Emerson Electric in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s Emerson Electric position peaked at $1.27M in Q2 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.