Simplicity Wealth’s Emerson Electric EMR Stock Holding History

Simplicity Wealth’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	$662K	Buy	5,053 +439	+10%	+$63.1K	0.04%	386
2025 Q4	$612K	Buy	4,614 +17	+0.4%	+$2.25K	0.04%	381
2025 Q3	$603K	Sell	4,597 -16,575	-78%	-$2.26M	0.03%	399
2025 Q2	$2.82M	Buy	21,172 +8,141	+62%	+$934K	0.12%	170
2025 Q1	$1.43M	Buy	+13,031	New	+$1.57M	0.11%	198
2024 Q4	–	Sell	-10,725	Closed	-$1.17M	–	396
2024 Q3	$1.17M	Sell	10,725 -22,892	-68%	-$2.46M	0.11%	172
2024 Q2	$3.7M	Sell	33,617 -59	-0.2%	-$6.52K	0.08%	238
2024 Q1	$3.82M	Buy	33,676 +27,807	+474%	+$2.86M	0.09%	226
2023 Q4	$571K	Buy	+5,869	New	+$537K	0.22%	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

Simplicity Wealth's EMR Position: Q1 2026 in Review

Simplicity Wealth increased its Emerson Electric (EMR) stake by 9.5% in Q1 2026, buying an estimated $63.1K and bringing the position to 5,053 shares worth $662K. The position accounts for 0.04% of the portfolio, ranked #386.

Simplicity Wealth first reported a position in EMR in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.82M in Q1 2024. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Simplicity Wealth held 5,053 shares of Emerson Electric worth $662K as of Q1 2026.
Simplicity Wealth bought 439 Emerson Electric shares in Q1 2026, an estimated $63.1K.
Emerson Electric made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #386 holding.
Simplicity Wealth first reported a position in Emerson Electric in Q4 2023 and has held it in 9 quarters since.
Simplicity Wealth's Emerson Electric position peaked at $3.82M in Q1 2024.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.