Optima Capital’s Emerson Electric EMR Stock Holding History

Optima Capital’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	-553	Closed	-$73.3K	–	507
2025 Q4	$73.3K	Buy	+553	New	+$73.4K	0.03%	263

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

Optima Capital's EMR Position: Q1 2026 in Review

Optima Capital sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 553 shares — an estimated $73.3K sold.

Optima Capital first reported a position in EMR in Q4 2025 and held it in 1 quarter. The position peaked at $73.3K in Q4 2025. 2,195 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Optima Capital reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 553 Emerson Electric shares in Q1 2026, an estimated $73.3K.
Optima Capital first reported a position in Emerson Electric in Q4 2025 and held it in 1 quarter.
Optima Capital's Emerson Electric position peaked at $73.3K in Q4 2025.
2,195 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.