Plan Group Financial’s Emerson Electric EMR Stock Holding History

Plan Group 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	$525K	Sell	4,010 -608	-13%	-$87.4K	0.12%	122
2025 Q4	$613K	Sell	4,618 -1,537	-25%	-$204K	0.16%	109
2025 Q3	$807K	Buy	6,155 +205	+3%	+$27.9K	0.22%	97
2025 Q2	$793K	Buy	5,950 +1,251	+27%	+$144K	0.26%	91
2025 Q1	$515K	Buy	4,699 +1,651	+54%	+$199K	0.18%	97
2024 Q4	$378K	Buy	3,048 +145	+5%	+$17.6K	0.2%	80
2024 Q3	$317K	Buy	+2,903	New	+$312K	0.17%	87

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

Plan Group Financial's EMR Position: Q1 2026 in Review

Plan Group Financial reduced its Emerson Electric (EMR) stake by 13% in Q1 2026, selling an estimated $87.4K and leaving 4,010 shares worth $525K. The position accounts for 0.12% of the portfolio, ranked #122.

Plan Group Financial first reported a position in EMR in Q3 2024 and has held it in 7 quarters since. The position peaked at $807K in Q3 2025. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Plan Group Financial held 4,010 shares of Emerson Electric worth $525K as of Q1 2026.
Plan Group Financial sold 608 Emerson Electric shares in Q1 2026, an estimated $87.4K.
Emerson Electric made up 0.12% of Plan Group Financial's portfolio in Q1 2026, its #122 holding.
Plan Group Financial first reported a position in Emerson Electric in Q3 2024 and has held it in 7 quarters since.
Plan Group Financial's Emerson Electric position peaked at $807K in Q3 2025.
2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.