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Modern Wealth Management’s Emerson Electric EMR Stock Holding History

Modern Wealth Management’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 		$751K Buy
5,674
+318
+6% +$45.7K 0.01% 484
2025
Q4 		$711K Buy
5,356
+1,514
+39% +$201K 0.01% 476
2025
Q3 		$504K Sell
3,842
-37
-1% -$5.04K 0.01% 504
2025
Q2 		$517K Buy
3,879
+27
+0.7% +$3.1K 0.01% 470
2025
Q1 		$422K Buy
3,852
+804
+26% +$96.9K 0.01% 453
2024
Q4 		$378K Buy
+3,048
New +$370K 0.01% 410

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

Modern Wealth Management's EMR Position: Q1 2026 in Review

Modern Wealth Management increased its Emerson Electric (EMR) stake by 5.9% in Q1 2026, buying an estimated $45.7K and bringing the position to 5,674 shares worth $751K. The position accounts for 0.01% of the portfolio, ranked #484.

Modern Wealth Management first reported a position in EMR in Q4 2024 and has held it in 6 quarters since. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Modern Wealth Management held 5,674 shares of Emerson Electric worth $751K as of Q1 2026.
  • Modern Wealth Management bought 318 Emerson Electric shares in Q1 2026, an estimated $45.7K.
  • Emerson Electric made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #484 holding.
  • Modern Wealth Management first reported a position in Emerson Electric in Q4 2024 and has held it in 6 quarters since.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.