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Summit Trail Advisors’s Emerson Electric EMR Stock Holding History

Summit Trail 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 		$4.07M Buy
31,062
+6,356
+26% +$914K 0.06% 209
2025
Q4 		$3.28M Sell
24,706
-3,637
-13% -$482K 0.06% 210
2025
Q3 		$3.72M Buy
28,343
+6,595
+30% +$899K 0.05% 192
2025
Q2 		$2.9M Buy
+21,748
New +$2.5M 0.05% 188
2024
Q4 		– Sell
-9,273
Closed -$1.01M – 509
2024
Q3 		$1.01M Buy
9,273
+273
+3% +$29.4K 0.03% 262
2024
Q2 		$991K Sell
9,000
-876
-9% -$96.9K 0.03% 246
2024
Q1 		$1.12M Buy
9,876
+1,907
+24% +$196K 0.03% 202
2023
Q4 		$776K Sell
7,969
-318
-4% -$29.1K 0.03% 210
2023
Q3 		$800K Buy
8,287
+1,550
+23% +$148K 0.03% 195
2023
Q2 		$609K Buy
6,737
+2,214
+49% +$186K 0.02% 230
2023
Q1 		$394K Buy
4,523
+779
+21% +$68.1K 0.02% 259
2022
Q4 		$360K Buy
3,744
+130
+4% +$11.7K 0.02% 248
2022
Q3 		$265K Sell
3,614
-313
-8% -$26K 0.01% 283
2022
Q2 		$312K Buy
3,927
+623
+19% +$54.9K 0.02% 265
2022
Q1 		$324K Sell
3,304
-134
-4% -$12.7K 0.03% 235
2021
Q4 		$320K Buy
3,438
+43
+1% +$4.05K 0.02% 220
2021
Q3 		$320K Buy
3,395
+428
+14% +$42.7K 0.02% 197
2021
Q2 		$286K Buy
2,967
+13
+0.4% +$1.22K 0.03% 178
2021
Q1 		$267K Buy
2,954
+110
+4% +$9.46K 0.03% 165
2020
Q4 		$229K Sell
2,844
-458
-14% -$34.1K 0.03% 166
2020
Q3 		$247K Sell
3,302
-172
-5% -$11.3K 0.05% 178
2020
Q2 		$215K Buy
+3,474
New +$197K 0.04% 146
2018
Q2 		– Sell
-3,278
Closed -$221K – 535
2018
Q1 		$221K Buy
3,278
+108
+3% +$7.69K 0.04% 350
2017
Q4 		$229K Buy
+3,170
New +$205K 0.03% 380

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

Summit Trail Advisors's EMR Position: Q1 2026 in Review

Summit Trail Advisors increased its Emerson Electric (EMR) stake by 26% in Q1 2026, buying an estimated $914K and bringing the position to 31,062 shares worth $4.07M. The position accounts for 0.06% of the portfolio, ranked #209.

Summit Trail Advisors first reported a position in EMR in Q4 2017 and has held it in 24 quarters since. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Summit Trail Advisors held 31,062 shares of Emerson Electric worth $4.07M as of Q1 2026.
  • Summit Trail Advisors bought 6,356 Emerson Electric shares in Q1 2026, an estimated $914K.
  • Emerson Electric made up 0.06% of Summit Trail Advisors's portfolio in Q1 2026, its #209 holding.
  • Summit Trail Advisors first reported a position in Emerson Electric in Q4 2017 and has held it in 24 quarters since.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.