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Transcend Capital Advisors’s Emerson Electric EMR Stock Holding History

Transcend Capital 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 		$333K Sell
2,541
-498
-16% -$71.6K 0.03% 511
2025
Q4 		$403K Sell
3,039
-316
-9% -$41.9K 0.03% 419
2025
Q3 		$440K Buy
3,355
+390
+13% +$53.2K 0.03% 404
2025
Q2 		$395K Sell
2,965
-1,818
-38% -$209K 0.03% 382
2025
Q1 		$524K Buy
4,783
+11
+0.2% +$1.33K 0.04% 350
2024
Q4 		$591K Buy
4,772
+198
+4% +$24K 0.04% 315
2024
Q3 		$500K Buy
4,574
+173
+4% +$18.6K 0.03% 391
2024
Q2 		$485K Hold
4,401
– – 0.04% 369
2024
Q1 		$499K Buy
4,401
+395
+10% +$40.6K 0.04% 323
2023
Q4 		$390K Buy
4,006
+284
+8% +$26K 0.03% 343
2023
Q3 		$359K Sell
3,722
-610
-14% -$58.1K 0.04% 343
2023
Q2 		$392K Buy
4,332
+93
+2% +$7.83K 0.04% 330
2023
Q1 		$369K Sell
4,239
-584
-12% -$51K 0.04% 329
2022
Q4 		$463K Buy
4,823
+509
+12% +$45.8K 0.05% 294
2022
Q3 		$316K Sell
4,314
-74
-2% -$6.15K 0.04% 358
2022
Q2 		$349K Buy
4,388
+10
+0.2% +$882 0.04% 350
2022
Q1 		$429K Buy
4,378
+1,152
+36% +$109K 0.04% 339
2021
Q4 		$300K Buy
3,226
+996
+45% +$93.8K 0.03% 389
2021
Q3 		$217K Buy
2,230
+143
+7% +$14.3K 0.02% 440
2021
Q2 		$201K Sell
2,087
-228
-10% -$21.4K 0.03% 310
2021
Q1 		$208K Sell
2,315
-1,952
-46% -$168K 0.03% 379
2020
Q4 		$343K Buy
+4,267
New +$317K 0.05% 274

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

Transcend Capital Advisors's EMR Position: Q1 2026 in Review

Transcend Capital Advisors reduced its Emerson Electric (EMR) stake by 16% in Q1 2026, selling an estimated $71.6K and leaving 2,541 shares worth $333K. The position accounts for 0.03% of the portfolio, ranked #511.

Transcend Capital Advisors first reported a position in EMR in Q4 2020 and has held it in 22 quarters since. The position peaked at $591K in Q4 2024. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Transcend Capital Advisors held 2,541 shares of Emerson Electric worth $333K as of Q1 2026.
  • Transcend Capital Advisors sold 498 Emerson Electric shares in Q1 2026, an estimated $71.6K.
  • Emerson Electric made up 0.03% of Transcend Capital Advisors's portfolio in Q1 2026, its #511 holding.
  • Transcend Capital Advisors first reported a position in Emerson Electric in Q4 2020 and has held it in 22 quarters since.
  • Transcend Capital Advisors's Emerson Electric position peaked at $591K in Q4 2024.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.