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Moss Adams Wealth Advisors’s Emerson Electric EMR Stock Holding History

Moss Adams Wealth Advisors’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 		$270K Buy
2,064
+108
+6% +$15.5K 0.02% 221
2025
Q4 		$260K Buy
1,956
+29
+2% +$3.85K 0.02% 217
2025
Q3 		$253K Buy
1,927
+38
+2% +$5.18K 0.02% 210
2025
Q2 		$252K Sell
1,889
-142
-7% -$16.3K 0.02% 215
2025
Q1 		$223K Buy
2,031
+410
+25% +$49.4K 0.02% 195
2024
Q4 		$201K Buy
+1,621
New +$197K 0.02% 200

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

Moss Adams Wealth Advisors's EMR Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its Emerson Electric (EMR) stake by 5.5% in Q1 2026, buying an estimated $15.5K and bringing the position to 2,064 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #221.

Moss Adams Wealth Advisors first reported a position in EMR in Q4 2024 and has held it in 6 quarters since. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Moss Adams Wealth Advisors held 2,064 shares of Emerson Electric worth $270K as of Q1 2026.
  • Moss Adams Wealth Advisors bought 108 Emerson Electric shares in Q1 2026, an estimated $15.5K.
  • Emerson Electric made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #221 holding.
  • Moss Adams Wealth Advisors first reported a position in Emerson Electric in Q4 2024 and has held it in 6 quarters since.
  • 2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.