Sendero Wealth Management’s Emerson Electric EMR Stock Holding History

Sendero Wealth Management’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	$483K	Sell	3,686 -17	-0.5%	-$2.44K	0.05%	159
2025 Q4	$491K	Buy	3,703 +24	+0.7%	+$3.18K	0.05%	160
2025 Q3	$483K	Buy	3,679 +904	+33%	+$123K	0.06%	149
2025 Q2	$370K	Buy	2,775 +360	+15%	+$41.3K	0.05%	163
2025 Q1	$265K	Buy	+2,415	New	+$291K	0.04%	164
2022 Q1	–	Sell	-2,330	Closed	-$217K	–	83
2021 Q4	$217K	Buy	+2,330	New	+$219K	0.1%	80

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

Sendero Wealth Management's EMR Position: Q1 2026 in Review

Sendero Wealth Management reduced its Emerson Electric (EMR) stake by 0.46% in Q1 2026, selling an estimated $2.44K and leaving 3,686 shares worth $483K. The position accounts for 0.05% of the portfolio, ranked #159.

Sendero Wealth Management first reported a position in EMR in Q4 2021 and has held it in 6 quarters since. The position peaked at $491K in Q4 2025. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Sendero Wealth Management held 3,686 shares of Emerson Electric worth $483K as of Q1 2026.
Sendero Wealth Management sold 17 Emerson Electric shares in Q1 2026, an estimated $2.44K.
Emerson Electric made up 0.05% of Sendero Wealth Management's portfolio in Q1 2026, its #159 holding.
Sendero Wealth Management first reported a position in Emerson Electric in Q4 2021 and has held it in 6 quarters since.
Sendero Wealth Management's Emerson Electric position peaked at $491K in Q4 2025.
2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.