Optimize Financial’s Emerson Electric EMR Stock Holding History

Optimize Financial’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	-2,419	Closed	-$321K	–	360
2025 Q4	$321K	Buy	2,419 +32	+1%	+$4.25K	0.16%	256
2025 Q3	$313K	Buy	+2,387	New	+$325K	0.16%	267

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Optimize Financial's EMR Position: Q1 2026 in Review

Optimize Financial sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 2,419 shares — an estimated $321K sold.

Optimize Financial first reported a position in EMR in Q3 2025 and held it in 2 quarters. The position peaked at $321K in Q4 2025. 2,209 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Optimize Financial reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 2,419 Emerson Electric shares in Q1 2026, an estimated $321K.
Optimize Financial first reported a position in Emerson Electric in Q3 2025 and held it in 2 quarters.
Optimize Financial's Emerson Electric position peaked at $321K in Q4 2025.
2,209 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.