Truepoint Inc’s Emerson Electric EMR Stock Holding History

Truepoint Inc’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	$2.75M	Sell	20,963 -100	-0.5%	-$14.4K	0.06%	48
2025 Q4	$2.8M	Sell	21,063 -7,348	-26%	-$975K	0.06%	50
2025 Q3	$3.73M	Hold	28,411	–	–	0.09%	41
2025 Q2	$3.79M	Sell	28,411 -2	-0%	-$229	0.09%	38
2025 Q1	$3.12M	Sell	28,413 -641	-2%	-$77.3K	0.08%	39
2024 Q4	$3.6M	Sell	29,054 -24,851	-46%	-$3.01M	0.1%	37
2024 Q3	$5.9M	Buy	53,905 +980	+2%	+$105K	0.16%	30
2024 Q2	$5.83M	Sell	52,925 -3,156	-6%	-$349K	0.17%	29
2024 Q1	$6.36M	Sell	56,081 -681	-1%	-$69.9K	0.18%	29
2023 Q4	$5.52M	Sell	56,762 -1,233	-2%	-$113K	0.16%	34
2023 Q3	$5.6M	Buy	57,995 +685	+1%	+$65.2K	0.18%	35
2023 Q2	$5.18M	Buy	57,310 +4	+0%	+$337	0.17%	32
2023 Q1	$4.99M	Hold	57,306	–	–	0.17%	33
2022 Q4	$5.5M	Buy	+57,306	New	+$5.15M	0.2%	31

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

Truepoint Inc's EMR Position: Q1 2026 in Review

Truepoint Inc reduced its Emerson Electric (EMR) stake by 0.47% in Q1 2026, selling an estimated $14.4K and leaving 20,963 shares worth $2.75M. The position accounts for 0.06% of the portfolio, ranked #48.

Truepoint Inc first reported a position in EMR in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.36M in Q1 2024. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Truepoint Inc held 20,963 shares of Emerson Electric worth $2.75M as of Q1 2026.
Truepoint Inc sold 100 Emerson Electric shares in Q1 2026, an estimated $14.4K.
Emerson Electric made up 0.06% of Truepoint Inc's portfolio in Q1 2026, its #48 holding.
Truepoint Inc first reported a position in Emerson Electric in Q4 2022 and has held it in 14 quarters since.
Truepoint Inc's Emerson Electric position peaked at $6.36M in Q1 2024.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Truepoint Inc's 13F filing for Q1 2026, filed 8 May 2026.