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Ipsen Advisor Group’s Emerson Electric EMR Stock Holding History

Ipsen 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 		$422K Hold
3,221
– – 0.3% 83
2025
Q4 		$428K Hold
3,221
– – 0.3% 80
2025
Q3 		$423K Hold
3,221
– – 0.3% 81
2025
Q2 		$430K Hold
3,221
– – 0.33% 76
2025
Q1 		$353K Hold
3,221
– – 0.3% 79
2024
Q4 		$399K Buy
+3,221
New +$391K 0.34% 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

Ipsen Advisor Group's EMR Position: Q1 2026 in Review

Ipsen Advisor Group held its Emerson Electric (EMR) position steady in Q1 2026 at 3,221 shares worth $422K. The position accounts for 0.3% of the portfolio, ranked #83.

Ipsen Advisor Group first reported a position in EMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $430K in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Ipsen Advisor Group held 3,221 shares of Emerson Electric worth $422K as of Q1 2026.
  • Ipsen Advisor Group left its Emerson Electric share count unchanged in Q1 2026.
  • Emerson Electric made up 0.3% of Ipsen Advisor Group's portfolio in Q1 2026, its #83 holding.
  • Ipsen Advisor Group first reported a position in Emerson Electric in Q4 2024 and has held it in 6 quarters since.
  • Ipsen Advisor Group's Emerson Electric position peaked at $430K in Q2 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Ipsen Advisor Group's 13F filing for Q1 2026, filed 29 May 2026.