Icon Wealth Advisors’s Emerson Electric EMR Stock Holding History

Icon Wealth Advisors’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	$847K	Buy	6,205 +741	+14%	+$107K	0.06%	192
2025 Q4	$735K	Buy	5,464 +163	+3%	+$21.6K	0.05%	208
2025 Q3	$695K	Buy	5,301 +90	+2%	+$12.3K	0.05%	218
2025 Q2	$695K	Buy	5,211 +126	+2%	+$14.5K	0.05%	213
2025 Q1	$558K	Buy	5,085 +106	+2%	+$12.8K	0.05%	206
2024 Q4	$617K	Buy	4,979 +887	+22%	+$108K	0.05%	191
2024 Q3	$448K	Buy	4,092 +251	+7%	+$27K	0.04%	221
2024 Q2	$450K	Buy	3,841 +2,341	+156%	+$259K	0.04%	223
2024 Q1	$170K	Buy	+1,500	New	+$154K	0.02%	363

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

Icon Wealth Advisors's EMR Position: Q1 2026 in Review

Icon Wealth Advisors increased its Emerson Electric (EMR) stake by 14% in Q1 2026, buying an estimated $107K and bringing the position to 6,205 shares worth $847K. The position accounts for 0.06% of the portfolio, ranked #192.

Icon Wealth Advisors first reported a position in EMR in Q1 2024 and has held it in 9 quarters since. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Icon Wealth Advisors held 6,205 shares of Emerson Electric worth $847K as of Q1 2026.
Icon Wealth Advisors bought 741 Emerson Electric shares in Q1 2026, an estimated $107K.
Emerson Electric made up 0.06% of Icon Wealth Advisors's portfolio in Q1 2026, its #192 holding.
Icon Wealth Advisors first reported a position in Emerson Electric in Q1 2024 and has held it in 9 quarters since.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.