Operose Advisors’s Emerson Electric EMR Stock Holding History

Operose 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	$58K	Buy	443 +188	+74%	+$27K	0.01%	264
2025 Q4	$33.8K	Sell	255 -35	-12%	-$4.64K	0.01%	311
2025 Q3	$38K	Hold	290	–	–	0.01%	284
2025 Q2	$38.7K	Buy	290 +35	+14%	+$4.01K	0.01%	249
2025 Q1	$28K	Hold	255	–	–	0.01%	254
2024 Q4	$31.6K	Sell	255 -115	-31%	-$13.9K	0.01%	244
2024 Q3	$40.5K	Hold	370	–	–	0.01%	295
2024 Q2	$40.8K	Hold	370	–	–	0.01%	259
2024 Q1	$42K	Hold	370	–	–	0.01%	268
2023 Q4	$36K	Sell	370 -292	-44%	-$26.7K	0.01%	259
2023 Q3	$63.9K	Buy	662 +407	+160%	+$38.8K	0.03%	262
2023 Q2	$23K	Hold	255	–	–	0.01%	220
2023 Q1	$22.2K	Hold	255	–	–	0.01%	216
2022 Q4	$24.5K	Hold	255	–	–	0.01%	205
2022 Q3	$19K	Hold	255	–	–	0.01%	221
2022 Q2	$20K	Hold	255	–	–	0.01%	201
2022 Q1	$25K	Hold	255	–	–	0.02%	195
2021 Q4	$24K	Buy	+255	New	+$24K	0.02%	190

Other funds holding EMR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 $1.47T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return