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Integrated Wealth Concepts’s Emerson Electric EMR Stock Holding History

Integrated Wealth Concepts’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 		$2.53M Buy
19,338
+10,752
+125% +$1.55M 0.02% 671
2025
Q4 		$1.14M Sell
8,586
-6,946
-45% -$921K 0.01% 711
2025
Q3 		$2.04M Sell
15,532
-1,897
-11% -$259K 0.02% 666
2025
Q2 		$2.32M Sell
17,429
-116
-0.7% -$13.3K 0.02% 573
2025
Q1 		$1.92M Sell
17,545
-4,690
-21% -$565K 0.02% 588
2024
Q4 		$2.76M Buy
22,235
+2,113
+11% +$256K 0.03% 455
2024
Q3 		$2.2M Buy
20,122
+252
+1% +$27.1K 0.03% 518
2024
Q2 		$2.19M Buy
19,870
+6,040
+44% +$668K 0.03% 490
2024
Q1 		$1.57M Buy
13,830
+1,936
+16% +$199K 0.02% 589
2023
Q4 		$1.16M Sell
11,894
-5,023
-30% -$460K 0.02% 669
2023
Q3 		$1.63M Sell
16,917
-5,235
-24% -$499K 0.03% 518
2023
Q2 		$2M Buy
22,152
+2,952
+15% +$248K 0.03% 465
2023
Q1 		$1.67M Buy
19,200
+8,225
+75% +$719K 0.03% 469
2022
Q4 		$1.05M Buy
10,975
+898
+9% +$80.7K 0.03% 461
2022
Q3 		$738K Buy
10,077
+3,548
+54% +$295K 0.02% 484
2022
Q2 		$519K Buy
6,529
+616
+10% +$54.3K 0.02% 592
2022
Q1 		$580K Sell
5,913
-230
-4% -$21.8K 0.02% 543
2021
Q4 		$571K Buy
6,143
+849
+16% +$79.9K 0.02% 585
2021
Q3 		$499K Sell
5,294
-266
-5% -$26.5K 0.02% 590
2021
Q2 		$535K Buy
5,560
+2,072
+59% +$195K 0.02% 521
2021
Q1 		$315K Buy
+3,488
New +$300K 0.01% 576

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

Integrated Wealth Concepts's EMR Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Emerson Electric (EMR) stake by 125% in Q1 2026, buying an estimated $1.55M and bringing the position to 19,338 shares worth $2.53M. The position accounts for 0.02% of the portfolio, ranked #671.

Integrated Wealth Concepts first reported a position in EMR in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.76M in Q4 2024. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Integrated Wealth Concepts held 19,338 shares of Emerson Electric worth $2.53M as of Q1 2026.
  • Integrated Wealth Concepts bought 10,752 Emerson Electric shares in Q1 2026, an estimated $1.55M.
  • Emerson Electric made up 0.02% of Integrated Wealth Concepts's portfolio in Q1 2026, its #671 holding.
  • Integrated Wealth Concepts first reported a position in Emerson Electric in Q1 2021 and has held it in 21 quarters since.
  • Integrated Wealth Concepts's Emerson Electric position peaked at $2.76M in Q4 2024.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.