Trifecta Capital Advisors’s Emerson Electric EMR Stock Holding History

Trifecta 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	$13.1K	Hold	100	–	–	﹤0.01%	221
2025 Q4	$13.3K	Sell	100 -24	-19%	-$3.18K	﹤0.01%	213
2025 Q3	$16.3K	Sell	124 -654	-84%	-$89.2K	﹤0.01%	220
2025 Q2	$104K	Sell	778 -146	-16%	-$16.8K	0.02%	143
2025 Q1	$101K	Hold	924	–	–	0.02%	105
2024 Q4	$115K	Hold	924	–	–	0.02%	101
2024 Q3	$101K	Sell	924 -250	-21%	-$26.9K	0.02%	108
2024 Q2	$129K	Buy	1,174 +1,050	+847%	+$116K	0.03%	98
2024 Q1	$14.1K	Hold	124	–	–	﹤0.01%	192
2023 Q4	$12.1K	Hold	124	–	–	﹤0.01%	198
2023 Q3	$12K	Hold	124	–	–	﹤0.01%	207
2023 Q2	$11.2K	Hold	124	–	–	﹤0.01%	204
2023 Q1	$10.8K	Hold	124	–	–	﹤0.01%	209
2022 Q4	$11.9K	Buy	+124	New	+$11.1K	﹤0.01%	191

Other funds holding EMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

Trifecta Capital Advisors held its Emerson Electric (EMR) position steady in Q1 2026 at 100 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #221.

Trifecta Capital Advisors first reported a position in EMR in Q4 2022 and has held it in 14 quarters since. The position peaked at $129K in Q2 2024. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Trifecta Capital Advisors held 100 shares of Emerson Electric worth $13.1K as of Q1 2026.
Trifecta Capital Advisors left its Emerson Electric share count unchanged in Q1 2026.
Emerson Electric made up ﹤0.01% of Trifecta Capital Advisors's portfolio in Q1 2026, its #221 holding.
Trifecta Capital Advisors first reported a position in Emerson Electric in Q4 2022 and has held it in 14 quarters since.
Trifecta Capital Advisors's Emerson Electric position peaked at $129K in Q2 2024.
2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.