Mount Yale Investment Advisors’s Emerson Electric EMR Stock Holding History

Mount Yale Investment 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	$3.12M	Buy	23,798 +20,084	+541%	+$2.89M	0.07%	274
2025 Q4	$493K	Sell	3,714 -3,006	-45%	-$399K	0.02%	461
2025 Q3	$881K	Buy	6,720 +2,748	+69%	+$375K	0.06%	303
2025 Q2	$530K	Sell	3,972 -1,386	-26%	-$159K	0.04%	328
2025 Q1	$587K	Sell	5,358 -310	-5%	-$37.4K	0.05%	296
2024 Q4	$702K	Buy	5,668 +2,283	+67%	+$277K	0.06%	275
2024 Q3	$370K	Buy	+3,385	New	+$364K	0.04%	386
2018 Q4	–	Sell	-1,010	Closed	-$71K	–	450
2018 Q3	$71K	Sell	1,010 -357	-26%	-$26.3K	0.01%	538
2018 Q2	$95K	Buy	1,367 +56	+4%	+$3.94K	0.02%	474
2018 Q1	$90K	Buy	+1,311	New	+$93.3K	0.02%	489

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

Mount Yale Investment Advisors's EMR Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Emerson Electric (EMR) stake by 541% in Q1 2026, buying an estimated $2.89M and bringing the position to 23,798 shares worth $3.12M. The position accounts for 0.07% of the portfolio, ranked #274.

Mount Yale Investment Advisors first reported a position in EMR in Q1 2018 and has held it in 10 quarters since. 2,197 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Mount Yale Investment Advisors held 23,798 shares of Emerson Electric worth $3.12M as of Q1 2026.
Mount Yale Investment Advisors bought 20,084 Emerson Electric shares in Q1 2026, an estimated $2.89M.
Emerson Electric made up 0.07% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #274 holding.
Mount Yale Investment Advisors first reported a position in Emerson Electric in Q1 2018 and has held it in 10 quarters since.
2,197 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.