Principal Securities’s Emerson Electric EMR Stock Holding History

Principal Securities’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	$1.22M	Buy	9,305 +535	+6%	+$76.9K	0.02%	657
2025 Q4	$1.16M	Sell	8,770 -291	-3%	-$38.6K	0.02%	652
2025 Q3	$1.19M	Buy	9,061 +1,253	+16%	+$171K	0.02%	620
2025 Q2	$1.04M	Sell	7,808 -80	-1%	-$9.18K	0.02%	600
2025 Q1	$978K	Hold	7,888	–	–	0.02%	563
2024 Q4	$978K	Buy	7,888 +378	+5%	+$45.8K	0.02%	561
2024 Q3	$821K	Buy	7,510 +303	+4%	+$32.6K	0.02%	595
2024 Q2	$794K	Buy	7,207 +1,190	+20%	+$132K	0.02%	545
2024 Q1	$682K	Buy	6,017 +828	+16%	+$85K	0.02%	554
2023 Q4	$505K	Buy	+5,189	New	+$475K	0.02%	598

Other funds holding EMR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.47T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return