Sage Mountain Advisors’s Emerson Electric EMR Stock Holding History

Sage Mountain 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	$209K	Sell	1,593 -819	-34%	-$118K	0.01%	199
2025 Q4	$320K	Buy	+2,412	New	+$320K	0.02%	372
2025 Q3	–	Sell	-4,631	Closed	-$617K	–	556
2025 Q2	$617K	Buy	4,631 +1,164	+34%	+$134K	0.04%	208
2025 Q1	$380K	Sell	3,467 -83	-2%	-$10K	0.03%	265
2024 Q4	$440K	Buy	3,550 +481	+16%	+$58.3K	0.03%	233
2024 Q3	$336K	Sell	3,069 -139	-4%	-$15K	0.03%	262
2024 Q2	$353K	Buy	3,208 +39	+1%	+$4.31K	0.03%	225
2024 Q1	$359K	Buy	+3,169	New	+$326K	0.04%	211
2021 Q2	–	Sell	-3,130	Closed	-$282K	–	526
2021 Q1	$282K	Buy	+3,130	New	+$269K	0.06%	243

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

Sage Mountain Advisors's EMR Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Emerson Electric (EMR) stake by 34% in Q1 2026, selling an estimated $118K and leaving 1,593 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #199.

Sage Mountain Advisors first reported a position in EMR in Q1 2021 and has held it in 9 quarters since. The position peaked at $617K in Q2 2025. 2,195 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Sage Mountain Advisors held 1,593 shares of Emerson Electric worth $209K as of Q1 2026.
Sage Mountain Advisors sold 819 Emerson Electric shares in Q1 2026, an estimated $118K.
Emerson Electric made up 0.01% of Sage Mountain Advisors's portfolio in Q1 2026, its #199 holding.
Sage Mountain Advisors first reported a position in Emerson Electric in Q1 2021 and has held it in 9 quarters since.
Sage Mountain Advisors's Emerson Electric position peaked at $617K in Q2 2025.
2,195 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.