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Stonehearth Capital Management’s Emerson Electric EMR Stock Holding History

Stonehearth Capital 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 		– Sell
-1,836
Closed -$244K – 99
2025
Q4 		$244K Sell
1,836
-102
-5% -$13.5K 0.09% 86
2025
Q3 		$254K Buy
1,938
+35
+2% +$4.77K 0.1% 82
2025
Q2 		$254K Sell
1,903
-946
-33% -$109K 0.11% 77
2025
Q1 		$312K Sell
2,849
-103
-3% -$12.4K 0.13% 55
2024
Q4 		$366K Sell
2,952
-351
-11% -$42.6K 0.15% 46
2024
Q3 		$361K Sell
3,303
-210
-6% -$22.6K 0.14% 46
2024
Q2 		$387K Buy
3,513
+193
+6% +$21.3K 0.17% 42
2024
Q1 		$377K Buy
3,320
+107
+3% +$11K 0.17% 43
2023
Q4 		$313K Buy
3,213
+376
+13% +$34.4K 0.15% 44
2023
Q3 		$274K Sell
2,837
-14
-0.5% -$1.33K 0.15% 50
2023
Q2 		$258K Buy
2,851
+330
+13% +$27.8K 0.14% 59
2023
Q1 		$220K Buy
2,521
+156
+7% +$13.6K 0.12% 67
2022
Q4 		$227K Buy
+2,365
New +$213K 0.13% 60
2022
Q2 		– Sell
-2,325
Closed -$228K – 74
2022
Q1 		$228K Sell
2,325
-783
-25% -$74.1K 0.12% 66
2021
Q4 		$289K Buy
3,108
+134
+5% +$12.6K 0.15% 52
2021
Q3 		$280K Buy
2,974
+90
+3% +$8.98K 0.15% 51
2021
Q2 		$278K Buy
2,884
+387
+15% +$36.4K 0.14% 53
2021
Q1 		$225K Buy
+2,497
New +$215K 0.12% 59

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Stonehearth Capital Management's EMR Position: Q1 2026 in Review

Stonehearth Capital Management sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 1,836 shares — an estimated $244K sold.

Stonehearth Capital Management first reported a position in EMR in Q1 2021 and held it in 18 quarters. The position peaked at $387K in Q2 2024. 2,209 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Stonehearth Capital Management reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
  • Stonehearth Capital Management sold 1,836 Emerson Electric shares in Q1 2026, an estimated $244K.
  • Stonehearth Capital Management first reported a position in Emerson Electric in Q1 2021 and held it in 18 quarters.
  • Stonehearth Capital Management's Emerson Electric position peaked at $387K in Q2 2024.
  • 2,209 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Stonehearth Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.