Pathstone Holdings’s Emerson Electric EMR Stock Holding History

Pathstone Holdings’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	$10.3M	Sell	78,470 -2,655	-3%	-$382K	0.04%	340
2025 Q4	$10.8M	Buy	81,125 +269	+0.3%	+$35.7K	0.04%	320
2025 Q3	$10.6M	Buy	80,856 +175	+0.2%	+$23.9K	0.04%	320
2025 Q2	$10.8M	Sell	80,681 -1,344	-2%	-$154K	0.04%	305
2025 Q1	$8.99M	Sell	82,025 -623	-0.8%	-$75.1K	0.04%	373
2024 Q4	$10.2M	Buy	82,648 +1,302	+2%	+$158K	0.05%	304
2024 Q3	$8.9M	Sell	81,346 -1,798	-2%	-$193K	0.04%	370
2024 Q2	$9.16M	Buy	83,144 +1,465	+2%	+$162K	0.04%	326
2024 Q1	$9.26M	Buy	81,679 +3,146	+4%	+$323K	0.04%	318
2023 Q4	$7.65M	Buy	+78,533	New	+$7.19M	0.04%	315

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

Pathstone Holdings's EMR Position: Q1 2026 in Review

Pathstone Holdings reduced its Emerson Electric (EMR) stake by 3.3% in Q1 2026, selling an estimated $382K and leaving 78,470 shares worth $10.3M. The position accounts for 0.04% of the portfolio, ranked #340.

Pathstone Holdings first reported a position in EMR in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.8M in Q4 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Pathstone Holdings held 78,470 shares of Emerson Electric worth $10.3M as of Q1 2026.
Pathstone Holdings sold 2,655 Emerson Electric shares in Q1 2026, an estimated $382K.
Emerson Electric made up 0.04% of Pathstone Holdings's portfolio in Q1 2026, its #340 holding.
Pathstone Holdings first reported a position in Emerson Electric in Q4 2023 and has held it in 10 quarters since.
Pathstone Holdings's Emerson Electric position peaked at $10.8M in Q4 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.