Paragon Private Wealth Management’s Emerson Electric EMR Stock Holding History

Paragon Private Wealth Management’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	$347K	Buy	2,652 +92	+4%	+$13.2K	0.11%	176
2025 Q4	$340K	Sell	2,560 -52	-2%	-$6.9K	0.1%	169
2025 Q3	$343K	Buy	2,612 +378	+17%	+$51.5K	0.11%	170
2025 Q2	$298K	Sell	2,234 -126	-5%	-$14.5K	0.12%	161
2025 Q1	$259K	Buy	2,360 +168	+8%	+$20.3K	0.12%	159
2024 Q4	$272K	Buy	+2,192	New	+$266K	0.13%	147
2024 Q2	–	Sell	-10,046	Closed	-$1.14M	–	157
2024 Q1	$1.14M	Hold	10,046	–	–	0.68%	46
2023 Q4	$978K	Buy	+10,046	New	+$920K	0.68%	49
2023 Q1	–	Sell	-5,892	Closed	-$566K	–	132
2022 Q4	$566K	Buy	5,892 +1,477	+33%	+$133K	0.51%	58
2022 Q3	$373K	Buy	+4,415	New	+$367K	0.36%	81

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

Paragon Private Wealth Management's EMR Position: Q1 2026 in Review

Paragon Private Wealth Management increased its Emerson Electric (EMR) stake by 3.6% in Q1 2026, buying an estimated $13.2K and bringing the position to 2,652 shares worth $347K. The position accounts for 0.11% of the portfolio, ranked #176.

Paragon Private Wealth Management first reported a position in EMR in Q3 2022 and has held it in 10 quarters since. The position peaked at $1.14M in Q1 2024. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Paragon Private Wealth Management held 2,652 shares of Emerson Electric worth $347K as of Q1 2026.
Paragon Private Wealth Management bought 92 Emerson Electric shares in Q1 2026, an estimated $13.2K.
Emerson Electric made up 0.11% of Paragon Private Wealth Management's portfolio in Q1 2026, its #176 holding.
Paragon Private Wealth Management first reported a position in Emerson Electric in Q3 2022 and has held it in 10 quarters since.
Paragon Private Wealth Management's Emerson Electric position peaked at $1.14M in Q1 2024.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Paragon Private Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.