Perennial Investment Advisors’s Emerson Electric EMR Stock Holding History

Perennial Investment 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	$242K	Sell	1,849 -97	-5%	-$13.9K	0.02%	444
2025 Q4	$258K	Buy	1,946 +27	+1%	+$3.58K	0.02%	412
2025 Q3	$252K	Buy	1,919 +123	+7%	+$16.8K	0.02%	406
2025 Q2	$240K	Sell	1,796 -402	-18%	-$46.1K	0.02%	409
2025 Q1	$241K	Buy	2,198 +27	+1%	+$3.25K	0.03%	366
2024 Q4	$269K	Buy	2,171 +121	+6%	+$14.7K	0.03%	324
2024 Q3	$224K	Buy	2,050 +3	+0.1%	+$323	0.03%	344
2024 Q2	$226K	Buy	+2,047	New	+$226K	0.03%	328

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

Perennial Investment Advisors's EMR Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Emerson Electric (EMR) stake by 5% in Q1 2026, selling an estimated $13.9K and leaving 1,849 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #444.

Perennial Investment Advisors first reported a position in EMR in Q2 2024 and has held it in 8 quarters since. The position peaked at $269K in Q4 2024. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Perennial Investment Advisors held 1,849 shares of Emerson Electric worth $242K as of Q1 2026.
Perennial Investment Advisors sold 97 Emerson Electric shares in Q1 2026, an estimated $13.9K.
Emerson Electric made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #444 holding.
Perennial Investment Advisors first reported a position in Emerson Electric in Q2 2024 and has held it in 8 quarters since.
Perennial Investment Advisors's Emerson Electric position peaked at $269K in Q4 2024.
2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.