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Tred Avon Family Wealth’s Emerson Electric EMR Stock Holding History

Tred Avon Family Wealth’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 		$300K Hold
2,291
– – 0.1% 218
2025
Q4 		$304K Hold
2,291
– – 0.1% 214
2025
Q3 		$301K Buy
+2,291
New +$312K 0.1% 208

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

Tred Avon Family Wealth's EMR Position: Q1 2026 in Review

Tred Avon Family Wealth held its Emerson Electric (EMR) position steady in Q1 2026 at 2,291 shares worth $300K. The position accounts for 0.1% of the portfolio, ranked #218.

Tred Avon Family Wealth first reported a position in EMR in Q3 2025 and has held it in 3 quarters since. The position peaked at $304K in Q4 2025. 2,197 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Tred Avon Family Wealth held 2,291 shares of Emerson Electric worth $300K as of Q1 2026.
  • Tred Avon Family Wealth left its Emerson Electric share count unchanged in Q1 2026.
  • Emerson Electric made up 0.1% of Tred Avon Family Wealth's portfolio in Q1 2026, its #218 holding.
  • Tred Avon Family Wealth first reported a position in Emerson Electric in Q3 2025 and has held it in 3 quarters since.
  • Tred Avon Family Wealth's Emerson Electric position peaked at $304K in Q4 2025.
  • 2,197 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.