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Nicholson Wealth Management Group’s Emerson Electric EMR Stock Holding History

Nicholson Wealth Management Group’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
-14,259
Closed -$1.89M – 117
2025
Q4 		$1.89M Buy
14,259
+820
+6% +$109K 1.11% 30
2025
Q3 		$1.76M Buy
13,439
+704
+6% +$96K 1.03% 40
2025
Q2 		$1.7M Buy
12,735
+476
+4% +$54.6K 1.05% 37
2025
Q1 		$1.34M Buy
12,259
+803
+7% +$96.8K 0.88% 70
2024
Q4 		$1.42M Buy
11,456
+2,747
+32% +$333K 0.95% 64
2024
Q3 		$953K Buy
+8,709
New +$937K 0.78% 38

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

Nicholson Wealth Management Group's EMR Position: Q1 2026 in Review

Nicholson Wealth Management Group sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 14,259 shares — an estimated $1.89M sold.

Nicholson Wealth Management Group first reported a position in EMR in Q3 2024 and held it in 6 quarters. The position peaked at $1.89M in Q4 2025. 2,209 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Nicholson Wealth Management Group reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
  • Nicholson Wealth Management Group sold 14,259 Emerson Electric shares in Q1 2026, an estimated $1.89M.
  • Nicholson Wealth Management Group first reported a position in Emerson Electric in Q3 2024 and held it in 6 quarters.
  • Nicholson Wealth Management Group's Emerson Electric position peaked at $1.89M in Q4 2025.
  • 2,209 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Nicholson Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.