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McKinley Carter Wealth Services’s Emerson Electric EMR Stock Holding History

McKinley Carter 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 		– Sell
-1,838
Closed -$244K – 317
2025
Q4 		$244K Hold
1,838
– – 0.01% 296
2025
Q3 		$241K Buy
+1,838
New +$251K 0.01% 295
2022
Q2 		– Sell
-2,066
Closed -$203K – 292
2022
Q1 		$203K Buy
+2,066
New +$196K 0.02% 283
2021
Q4 		– Sell
-2,161
Closed -$204K – 292
2021
Q3 		$204K Hold
2,161
– – 0.02% 279
2021
Q2 		$208K Buy
+2,161
New +$203K 0.02% 276
2020
Q2 		– Sell
-11,564
Closed -$551K – 139
2020
Q1 		$551K Sell
11,564
-808
-7% -$53.2K 0.16% 85
2019
Q4 		$944K Buy
12,372
+594
+5% +$42.8K 0.22% 80
2019
Q3 		$787K Buy
11,778
+2,275
+24% +$143K 0.2% 84
2019
Q2 		$634K Buy
9,503
+882
+10% +$59.1K 0.17% 100
2019
Q1 		$590K Buy
8,621
+1,348
+19% +$88.7K 0.17% 99
2018
Q4 		$435K Buy
7,273
+1,580
+28% +$107K 0.14% 104
2018
Q3 		$436K Buy
5,693
+179
+3% +$13.2K 0.13% 106
2018
Q2 		$381K Buy
5,514
+1,231
+29% +$86.5K 0.12% 114
2018
Q1 		$293K Buy
+4,283
New +$305K 0.1% 130

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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 $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

McKinley Carter Wealth Services's EMR Position: Q1 2026 in Review

McKinley Carter Wealth Services sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 1,838 shares — an estimated $244K sold.

McKinley Carter Wealth Services first reported a position in EMR in Q1 2018 and held it in 14 quarters. The position peaked at $944K in Q4 2019. 2,210 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • McKinley Carter Wealth Services reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 1,838 Emerson Electric shares in Q1 2026, an estimated $244K.
  • McKinley Carter Wealth Services first reported a position in Emerson Electric in Q1 2018 and held it in 14 quarters.
  • McKinley Carter Wealth Services's Emerson Electric position peaked at $944K in Q4 2019.
  • 2,210 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.