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Stratos Wealth Advisors’s Emerson Electric EMR Stock Holding History

Stratos Wealth 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 		$207K Sell
1,577
-122
-7% -$17.5K 0.01% 578
2025
Q4 		$226K Sell
1,699
-196
-10% -$26K 0.01% 606
2025
Q3 		$249K Buy
1,895
+180
+10% +$24.5K 0.01% 602
2025
Q2 		$229K Buy
+1,715
New +$197K 0.01% 604
2025
Q1 		– Sell
-1,644
Closed -$204K – 688
2024
Q4 		$204K Buy
+1,644
New +$199K 0.01% 679
2024
Q2 		– Sell
-8,374
Closed -$950K – 720
2024
Q1 		$950K Sell
8,374
-3,213
-28% -$330K 0.06% 335
2023
Q4 		$1.13M Sell
11,587
-68
-0.6% -$6.23K 0.06% 302
2023
Q3 		$1.13M Sell
11,655
-4,672
-29% -$445K 0.07% 275
2023
Q2 		$1.48M Sell
16,327
-193
-1% -$16.2K 0.1% 235
2023
Q1 		$1.44M Sell
16,520
-1,133
-6% -$99K 0.11% 228
2022
Q4 		$1.7M Buy
17,653
+4,086
+30% +$367K 0.14% 199
2022
Q3 		$993K Sell
13,567
-14,257
-51% -$1.18M 0.1% 246
2022
Q2 		$2.21M Buy
27,824
+305
+1% +$26.9K 0.2% 134
2022
Q1 		$2.7M Sell
27,519
-117
-0.4% -$11.1K 0.22% 122
2021
Q4 		$2.57M Sell
27,636
-344
-1% -$32.4K 0.18% 156
2021
Q3 		$2.64M Buy
27,980
+6,165
+28% +$615K 0.23% 122
2021
Q2 		$2.1M Buy
21,815
+252
+1% +$23.7K 0.19% 146
2021
Q1 		$1.95M Buy
21,563
+1,121
+5% +$96.4K 0.21% 131
2020
Q4 		$1.64M Buy
20,442
+15,964
+356% +$1.19M 0.23% 115
2020
Q3 		$294K Sell
4,478
-240
-5% -$15.8K 0.07% 256
2020
Q2 		$293K Buy
+4,718
New +$268K 0.09% 213

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

Stratos Wealth Advisors's EMR Position: Q1 2026 in Review

Stratos Wealth Advisors reduced its Emerson Electric (EMR) stake by 7.2% in Q1 2026, selling an estimated $17.5K and leaving 1,577 shares worth $207K. The position accounts for 0.01% of the portfolio, ranked #578.

Stratos Wealth Advisors first reported a position in EMR in Q2 2020 and has held it in 21 quarters since. The position peaked at $2.7M in Q1 2022. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Stratos Wealth Advisors held 1,577 shares of Emerson Electric worth $207K as of Q1 2026.
  • Stratos Wealth Advisors sold 122 Emerson Electric shares in Q1 2026, an estimated $17.5K.
  • Emerson Electric made up 0.01% of Stratos Wealth Advisors's portfolio in Q1 2026, its #578 holding.
  • Stratos Wealth Advisors first reported a position in Emerson Electric in Q2 2020 and has held it in 21 quarters since.
  • Stratos Wealth Advisors's Emerson Electric position peaked at $2.7M in Q1 2022.
  • 2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.