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Regal Investment Advisors’s Emerson Electric EMR Stock Holding History

Regal 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
2019
Q2 		– Sell
-600
Closed -$41K – 330
2019
Q1 		$41K Buy
+600
New +$39.5K 0.01% 329

Other funds holding EMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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 $1.56T 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

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

Regal Investment Advisors increased its Emerson Electric (EMR) stake by 0.46% in Q1 2026, buying an estimated $46.2K and bringing the position to 70,041 shares worth $9.18M. The position accounts for 0.53% of the portfolio, ranked #43.

Regal Investment Advisors first reported a position in EMR in Q2 2013 and has held it in 48 quarters since. The position peaked at $10.9M in Q1 2024. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Regal Investment Advisors held 70,041 shares of Emerson Electric worth $9.18M as of Q1 2026.
  • Regal Investment Advisors bought 321 Emerson Electric shares in Q1 2026, an estimated $46.2K.
  • Emerson Electric made up 0.53% of Regal Investment Advisors's portfolio in Q1 2026, its #43 holding.
  • Regal Investment Advisors first reported a position in Emerson Electric in Q2 2013 and has held it in 48 quarters since.
  • Regal Investment Advisors's Emerson Electric position peaked at $10.9M in Q1 2024.
  • 2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.