Holistic Planning’s Emerson Electric EMR Stock Holding History

Holistic Planning’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	$395K	Sell	3,018 -272	-8%	-$39.1K	0.08%	206
2025 Q4	$437K	Buy	3,290 +521	+19%	+$69.1K	0.09%	181
2025 Q3	$363K	Sell	2,769 -14	-0.5%	-$1.91K	0.1%	162
2025 Q2	$371K	Sell	2,783 -3	-0.1%	-$344	0.11%	151
2025 Q1	$305K	Buy	2,786 +15	+0.5%	+$1.81K	0.1%	139
2024 Q4	$343K	Sell	2,771 -214	-7%	-$26K	0.12%	117
2024 Q3	$326K	Sell	2,985 -66	-2%	-$7.1K	0.14%	108
2024 Q2	$346K	Hold	3,051	–	–	0.27%	76
2024 Q1	$346K	Sell	3,051 -10	-0.3%	-$1.03K	0.26%	76
2023 Q4	$298K	Buy	+3,061	New	+$280K	0.25%	86

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

Holistic Planning's EMR Position: Q1 2026 in Review

Holistic Planning reduced its Emerson Electric (EMR) stake by 8.3% in Q1 2026, selling an estimated $39.1K and leaving 3,018 shares worth $395K. The position accounts for 0.08% of the portfolio, ranked #206.

Holistic Planning first reported a position in EMR in Q4 2023 and has held it in 10 quarters since. The position peaked at $437K in Q4 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Holistic Planning held 3,018 shares of Emerson Electric worth $395K as of Q1 2026.
Holistic Planning sold 272 Emerson Electric shares in Q1 2026, an estimated $39.1K.
Emerson Electric made up 0.08% of Holistic Planning's portfolio in Q1 2026, its #206 holding.
Holistic Planning first reported a position in Emerson Electric in Q4 2023 and has held it in 10 quarters since.
Holistic Planning's Emerson Electric position peaked at $437K in Q4 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.