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Phoenix Financial’s Emerson Electric EMR Stock Holding History

Phoenix 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 		$173M Buy
1,321,566
+1,314,656
+19,025% +$189M 1.64% 18
2025
Q4 		$923K Buy
6,910
+571
+9% +$75.7K 0.01% 236
2025
Q3 		$832K Sell
6,339
-3,456
-35% -$471K 0.01% 243
2025
Q2 		$1.3M Sell
9,795
-3,214
-25% -$369K 0.02% 209
2025
Q1 		$1.43M Buy
13,009
+8,556
+192% +$1.03M 0.02% 193
2024
Q4 		$552K Sell
4,453
-40
-0.9% -$4.85K 0.01% 253
2024
Q3 		$492K Buy
4,493
+465
+12% +$50K 0.01% 254
2024
Q2 		$438K Buy
4,028
+849
+27% +$93.9K 0.01% 259
2024
Q1 		$360K Buy
+3,179
New +$327K 0.01% 304
2023
Q3 		– Sell
-7,696
Closed -$685K – 336
2023
Q2 		$685K Buy
7,696
+4,724
+159% +$398K 0.01% 233
2023
Q1 		$252K Buy
+2,972
New +$260K 0.01% 254
2020
Q4 		– Sell
-16,075
Closed -$988K – 382
2020
Q3 		$988K Sell
16,075
-3,603
-18% -$237K 0.04% 200
2020
Q2 		$1.15M Sell
19,678
-13,198
-40% -$750K 0.05% 194
2020
Q1 		$1.52M Buy
+32,876
New +$2.16M 0.08% 174

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Phoenix Financial's EMR Position: Q1 2026 in Review

Phoenix Financial increased its Emerson Electric (EMR) stake by 19,025% in Q1 2026, buying an estimated $189M and bringing the position to 1,321,566 shares worth $173M. The position accounts for 1.64% of the portfolio, ranked #18.

Phoenix Financial first reported a position in EMR in Q1 2020 and has held it in 14 quarters since. 2,202 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Phoenix Financial held 1,321,566 shares of Emerson Electric worth $173M as of Q1 2026.
  • Phoenix Financial bought 1,314,656 Emerson Electric shares in Q1 2026, an estimated $189M.
  • Emerson Electric made up 1.64% of Phoenix Financial's portfolio in Q1 2026, its #18 holding.
  • Phoenix Financial first reported a position in Emerson Electric in Q1 2020 and has held it in 14 quarters since.
  • 2,202 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.