Toth Financial Advisory’s Emerson Electric EMR Stock Holding History

Toth Financial Advisory’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	Closed	-$133	–	957
2025 Q4	$133	Buy	+1	New	+$133	﹤0.01%	878
2025 Q3	–	Sell	-99	Closed	-$13.2K	–	783
2025 Q2	$13.2K	Hold	99	–	–	﹤0.01%	464
2025 Q1	$10.9K	Hold	99	–	–	﹤0.01%	452
2024 Q4	$12.3K	Hold	99	–	–	﹤0.01%	440
2024 Q3	$10.8K	Hold	99	–	–	﹤0.01%	446
2024 Q2	$10.9K	Hold	99	–	–	﹤0.01%	453
2024 Q1	$11.2K	Hold	99	–	–	﹤0.01%	444
2023 Q4	$9.64K	Hold	99	–	–	﹤0.01%	451
2023 Q3	$9.56K	Buy	+99	New	+$9.43K	﹤0.01%	447
2023 Q1	–	Sell	-27	Closed	-$2.59K	–	825
2022 Q4	$2.59K	Sell	27 -80	-75%	-$7.19K	﹤0.01%	564
2022 Q3	$8K	Buy	+107	New	+$8.89K	﹤0.01%	490
2018 Q4	–	Sell	-1,570	Closed	-$120K	–	418
2018 Q3	$120K	Hold	1,570	–	–	0.03%	167
2018 Q2	$109K	Hold	1,570	–	–	0.03%	167
2018 Q1	$107K	Hold	1,570	–	–	0.03%	165
2017 Q4	$109K	Buy	+1,570	New	+$102K	0.03%	164

Other funds holding EMR

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Toth Financial Advisory's EMR Position: Q1 2026 in Review

Toth Financial Advisory sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 1 share — an estimated $133 sold.

Toth Financial Advisory first reported a position in EMR in Q4 2017 and held it in 15 quarters. The position peaked at $120K in Q3 2018. 2,209 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Toth Financial Advisory reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
Toth Financial Advisory sold 1 Emerson Electric share in Q1 2026, an estimated $133.
Toth Financial Advisory first reported a position in Emerson Electric in Q4 2017 and held it in 15 quarters.
Toth Financial Advisory's Emerson Electric position peaked at $120K in Q3 2018.
2,209 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.