TruWealth Advisors’s Emerson Electric EMR Stock Holding History

TruWealth 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	$409K	Buy	3,124 +112	+4%	+$16.1K	0.02%	129
2025 Q4	$400K	Hold	3,012	–	–	0.02%	134
2025 Q3	$395K	Buy	3,012 +64	+2%	+$8.73K	0.02%	134
2025 Q2	$393K	Hold	2,948	–	–	0.02%	127
2025 Q1	$323K	Hold	2,948	–	–	0.02%	123
2024 Q4	$365K	Hold	2,948	–	–	0.02%	121
2024 Q3	$322K	Hold	2,948	–	–	0.02%	123
2024 Q2	$325K	Hold	2,948	–	–	0.02%	127
2024 Q1	$334K	Sell	2,948 -23	-0.8%	-$2.36K	0.02%	124
2023 Q4	$289K	Buy	2,971 +145	+5%	+$13.3K	0.02%	117
2023 Q3	$273K	Sell	2,826 -13	-0.5%	-$1.24K	0.02%	120
2023 Q2	$257K	Sell	2,839 -559	-16%	-$47K	0.02%	131
2023 Q1	$296K	Buy	3,398 +1,079	+47%	+$94.3K	0.03%	118
2022 Q4	$223K	Buy	+2,319	New	+$208K	0.02%	128
2022 Q2	–	Sell	-2,136	Closed	-$209K	–	137
2022 Q1	$209K	Buy	+2,136	New	+$202K	0.02%	120
2021 Q4	–	Sell	-2,136	Closed	-$201K	–	126
2021 Q3	$201K	Hold	2,136	–	–	0.02%	115
2021 Q2	$206K	Sell	2,136 -200	-9%	-$18.8K	0.02%	113
2021 Q1	$211K	Buy	+2,336	New	+$201K	0.03%	107

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

TruWealth Advisors's EMR Position: Q1 2026 in Review

TruWealth Advisors increased its Emerson Electric (EMR) stake by 3.7% in Q1 2026, buying an estimated $16.1K and bringing the position to 3,124 shares worth $409K. The position accounts for 0.02% of the portfolio, ranked #129.

TruWealth Advisors first reported a position in EMR in Q1 2021 and has held it in 18 quarters since. 2,209 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

TruWealth Advisors held 3,124 shares of Emerson Electric worth $409K as of Q1 2026.
TruWealth Advisors bought 112 Emerson Electric shares in Q1 2026, an estimated $16.1K.
Emerson Electric made up 0.02% of TruWealth Advisors's portfolio in Q1 2026, its #129 holding.
TruWealth Advisors first reported a position in Emerson Electric in Q1 2021 and has held it in 18 quarters since.
2,209 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.