McCarter Private Wealth Services’s Emerson Electric EMR Stock Holding History

McCarter Private Wealth Services’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	$223K	Buy	+1,704	New	+$245K	0.1%	164

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

McCarter Private Wealth Services's EMR Position: Q1 2026 in Review

McCarter Private Wealth Services opened a new position in Emerson Electric (EMR) in Q1 2026: 1,704 shares worth $223K. The stake represents 0.1% of the portfolio and ranks #164 among its holdings.

2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

McCarter Private Wealth Services held 1,704 shares of Emerson Electric worth $223K as of Q1 2026.
Emerson Electric was a new McCarter Private Wealth Services position in Q1 2026.
Emerson Electric made up 0.1% of McCarter Private Wealth Services's portfolio in Q1 2026, its #164 holding.
2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.