Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Emerson Electric EMR Stock Holding History

Kovitz Investment Group Partners’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
-9,617
Closed -$1.28M – 495
2025
Q4 		$1.28M Sell
9,617
-48,918
-84% -$6.49M 0.03% 287
2025
Q3 		$7.68M Sell
58,535
-14,546
-20% -$1.98M 0.03% 372
2025
Q2 		$9.74M Buy
73,081
+5,816
+9% +$667K 0.04% 314
2025
Q1 		$7.37M Buy
67,265
+7,837
+13% +$945K 0.04% 327
2024
Q4 		$7.37M Buy
59,428
+2,582
+5% +$313K 0.04% 328
2024
Q3 		$5.44M Buy
56,846
+52,880
+1,333% +$5.69M 0.04% 329
2024
Q2 		$437K Sell
3,966
-114
-3% -$12.6K ﹤0.01% 671
2024
Q1 		$463K Buy
+4,080
New +$419K 0.01% 515
2023
Q2 		– Sell
-6,049
Closed -$527K – 418
2023
Q1 		$527K Buy
6,049
+401
+7% +$35K 0.01% 342
2022
Q4 		$543K Hold
5,648
– – 0.01% 331
2022
Q3 		$414K Sell
5,648
-3,608
-39% -$300K 0.01% 335
2022
Q2 		$736K Sell
9,256
-9,833
-52% -$867K 0.02% 312
2022
Q1 		$1.87M Buy
19,089
+13,739
+257% +$1.3M 0.04% 232
2021
Q4 		$430K Sell
5,350
-14,674
-73% -$1.38M 0.01% 345
2021
Q3 		$1.89M Hold
20,024
– – 0.04% 240
2021
Q2 		$1.93M Buy
20,024
+14,674
+274% +$1.38M 0.04% 245
2021
Q1 		$483K Hold
5,350
– – 0.01% 340
2020
Q4 		$430K Buy
5,350
+200
+4% +$14.9K 0.01% 343
2020
Q3 		$338K Hold
5,150
– – 0.01% 347
2020
Q2 		$319K Buy
+5,150
New +$293K 0.01% 334
2017
Q2 		– Sell
-4,960
Closed -$297K – 160
2017
Q1 		$297K Sell
4,960
-1,190
-19% -$71K 0.02% 114
2016
Q4 		$343K Sell
6,150
-1,107
-15% -$59.5K 0.02% 100
2016
Q3 		$396K Hold
7,257
– – 0.02% 106
2016
Q2 		$379K Sell
7,257
-100
-1% -$5.31K 0.03% 108
2016
Q1 		$400K Buy
+7,357
New +$355K 0.02% 111

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Kovitz Investment Group Partners's EMR Position: Q1 2026 in Review

Kovitz Investment Group Partners sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 9,617 shares — an estimated $1.28M sold.

Kovitz Investment Group Partners first reported a position in EMR in Q1 2016 and held it in 25 quarters. The position peaked at $9.74M in Q2 2025. 2,202 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Kovitz Investment Group Partners reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 9,617 Emerson Electric shares in Q1 2026, an estimated $1.28M.
  • Kovitz Investment Group Partners first reported a position in Emerson Electric in Q1 2016 and held it in 25 quarters.
  • Kovitz Investment Group Partners's Emerson Electric position peaked at $9.74M in Q2 2025.
  • 2,202 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.