Sun Financial’s Emerson Electric EMR Stock Holding History

Sun Financial’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	$1.27M	Buy	9,235 +170	+2%	+$24.4K	0.64%	51
2025 Q4	$1.2M	Buy	+9,065	New	+$1.2M	0.67%	50

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sun Financial's EMR Position: Q1 2026 in Review

Sun Financial increased its Emerson Electric (EMR) stake by 1.9% in Q1 2026, buying an estimated $24.4K and bringing the position to 9,235 shares worth $1.27M. The position accounts for 0.64% of the portfolio, ranked #51.

Sun Financial first reported a position in EMR in Q4 2025 and has held it in 2 quarters since. 2,203 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Sun Financial held 9,235 shares of Emerson Electric worth $1.27M as of Q1 2026.
Sun Financial bought 170 Emerson Electric shares in Q1 2026, an estimated $24.4K.
Emerson Electric made up 0.64% of Sun Financial's portfolio in Q1 2026, its #51 holding.
Sun Financial first reported a position in Emerson Electric in Q4 2025 and has held it in 2 quarters since.
2,203 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.