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Sound View Wealth Advisors Group’s Emerson Electric EMR Stock Holding History

Sound View Wealth Advisors Group’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 		$5.16M Sell
39,404
-204
-0.5% -$29.3K 0.35% 70
2025
Q4 		$5.26M Sell
39,608
-293
-0.7% -$38.9K 0.35% 68
2025
Q3 		$5.23M Hold
39,901
– – 0.36% 66
2025
Q2 		$5.32M Sell
39,901
-913
-2% -$105K 0.39% 62
2025
Q1 		$4.47M Sell
40,814
-112
-0.3% -$13.5K 0.37% 63
2024
Q4 		$5.07M Buy
40,926
+115
+0.3% +$13.9K 0.41% 58
2024
Q3 		$4.46M Buy
40,811
+946
+2% +$102K 0.36% 60
2024
Q2 		$4.39M Hold
39,865
– – 0.45% 57
2024
Q1 		$4.52M Sell
39,865
-891
-2% -$91.5K 0.48% 55
2023
Q4 		$3.97M Sell
40,756
-166
-0.4% -$15.2K 0.44% 56
2023
Q3 		$3.95M Buy
40,922
+381
+0.9% +$36.3K 0.49% 52
2023
Q2 		$3.66M Sell
40,541
-164
-0.4% -$13.8K 0.48% 51
2023
Q1 		$3.55M Sell
40,705
-51
-0.1% -$4.46K 0.49% 56
2022
Q4 		$3.97M Buy
40,756
+22,891
+128% +$2.06M 0.44% 56
2022
Q3 		$1.31M Buy
17,865
+113
+0.6% +$9.38K 0.29% 88
2022
Q2 		$1.41M Sell
17,752
-153
-0.9% -$13.5K 0.3% 86
2022
Q1 		$1.76M Buy
17,905
+38
+0.2% +$3.6K 0.33% 81
2021
Q4 		$1.66M Sell
17,867
-59
-0.3% -$5.55K 0.31% 82
2021
Q3 		$1.69M Buy
17,926
+335
+2% +$33.4K 0.35% 73
2021
Q2 		$1.69M Sell
17,591
-400
-2% -$37.6K 0.36% 75
2021
Q1 		$1.62M Sell
17,991
-992
-5% -$85.3K 0.38% 73
2020
Q4 		$1.53M Sell
18,983
-20,578
-52% -$1.53M 0.37% 75
2020
Q3 		$2.59M Sell
39,561
-901
-2% -$59.3K 0.68% 41
2020
Q2 		$2.51M Buy
40,462
+790
+2% +$44.9K 0.71% 43
2020
Q1 		$1.89M Sell
39,672
-3,184
-7% -$210K 0.65% 49
2019
Q4 		$3.27M Sell
42,856
-673
-2% -$48.5K 0.92% 37
2019
Q3 		$2.91M Sell
43,529
-762
-2% -$47.9K 0.87% 37
2019
Q2 		$2.96M Buy
+44,291
New +$2.97M 0.87% 37

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

Sound View Wealth Advisors Group's EMR Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Emerson Electric (EMR) stake by 0.52% in Q1 2026, selling an estimated $29.3K and leaving 39,404 shares worth $5.16M. The position accounts for 0.35% of the portfolio, ranked #70.

Sound View Wealth Advisors Group first reported a position in EMR in Q2 2019 and has held it in 28 quarters since. The position peaked at $5.32M in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Sound View Wealth Advisors Group held 39,404 shares of Emerson Electric worth $5.16M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 204 Emerson Electric shares in Q1 2026, an estimated $29.3K.
  • Emerson Electric made up 0.35% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #70 holding.
  • Sound View Wealth Advisors Group first reported a position in Emerson Electric in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Emerson Electric position peaked at $5.32M in Q2 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.