Richard Bernstein Advisors’s Emerson Electric EMR Stock Holding History

Richard Bernstein 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	$1.23M	Buy	+9,355	New	+$1.35M	0.04%	154
2022 Q2	–	Sell	-20,763	Closed	-$2.04M	–	247
2022 Q1	$2.04M	Hold	20,763	–	–	0.04%	190
2021 Q4	$1.93M	Sell	20,763 -9,012	-30%	-$849K	0.04%	205
2021 Q3	$2.8M	Hold	29,775	–	–	0.06%	177
2021 Q2	$2.87M	Hold	29,775	–	–	0.06%	168
2021 Q1	$2.69M	Hold	29,775	–	–	0.06%	175
2020 Q4	$2.39M	Hold	29,775	–	–	0.06%	181
2020 Q3	$1.95M	Hold	29,775	–	–	0.05%	165
2020 Q2	$1.85M	Buy	+29,775	New	+$1.69M	0.06%	172
2019 Q2	–	Sell	-53,015	Closed	-$3.63M	–	239
2019 Q1	$3.63M	Buy	53,015 +13,547	+34%	+$891K	0.12%	146
2018 Q4	$2.36M	Sell	39,468 -17,880	-31%	-$1.21M	0.09%	230
2018 Q3	$4.39M	Hold	57,348	–	–	0.13%	163
2018 Q2	$3.96M	Buy	57,348 +2,984	+5%	+$210K	0.13%	166
2018 Q1	$3.71M	Buy	54,364 +48,224	+785%	+$3.43M	0.13%	164
2017 Q4	$428K	Buy	+6,140	New	+$398K	0.02%	218

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Richard Bernstein Advisors's EMR Position: Q1 2026 in Review

Richard Bernstein Advisors opened a new position in Emerson Electric (EMR) in Q1 2026: 9,355 shares worth $1.23M. The stake represents 0.04% of the portfolio and ranks #154 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in EMR as recently as Q1 2022.

Richard Bernstein Advisors first reported a position in EMR in Q4 2017 and has held it in 15 quarters since. The position peaked at $4.39M in Q3 2018. 2,209 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Richard Bernstein Advisors held 9,355 shares of Emerson Electric worth $1.23M as of Q1 2026.
Emerson Electric was a new Richard Bernstein Advisors position in Q1 2026.
Emerson Electric made up 0.04% of Richard Bernstein Advisors's portfolio in Q1 2026, its #154 holding.
Richard Bernstein Advisors first reported a position in Emerson Electric in Q4 2017 and has held it in 15 quarters since.
Richard Bernstein Advisors's Emerson Electric position peaked at $4.39M in Q3 2018.
2,209 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.