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U.S. Capital Wealth Advisors’s Emerson Electric EMR Stock Holding History

U.S. Capital Wealth 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 		$21.6M Buy
164,834
+1,524
+0.9% +$219K 0.54% 33
2025
Q4 		$21.7M Buy
163,310
+3,489
+2% +$463K 0.57% 35
2025
Q3 		$21M Sell
159,821
-7,176
-4% -$978K 0.56% 34
2025
Q2 		$22.3M Buy
166,997
+2,652
+2% +$304K 0.65% 29
2025
Q1 		$18M Buy
164,345
+785
+0.5% +$94.6K 0.55% 38
2024
Q4 		$20.3M Buy
163,560
+1,446
+0.9% +$175K 0.63% 26
2024
Q3 		$17.7M Buy
162,114
+7,064
+5% +$760K 0.62% 27
2024
Q2 		$17.1M Sell
155,050
-7
-0% -$774 0.65% 28
2024
Q1 		$17.6M Sell
155,057
-9,456
-6% -$971K 0.68% 28
2023
Q4 		$16M Buy
164,513
+6,130
+4% +$561K 0.63% 27
2023
Q3 		$15.3M Sell
158,383
-3,371
-2% -$321K 0.69% 26
2023
Q2 		$14.6M Buy
161,754
+1,133
+0.7% +$95.4K 0.69% 30
2023
Q1 		$14M Buy
160,621
+22,223
+16% +$1.94M 0.65% 26
2022
Q4 		$13.3M Buy
138,398
+5,340
+4% +$480K 0.62% 25
2022
Q3 		$9.74M Buy
133,058
+5,783
+5% +$480K 0.49% 33
2022
Q2 		$10.1M Sell
127,275
-62,265
-33% -$5.49M 0.44% 40
2022
Q1 		$18.6M Buy
189,540
+26,028
+16% +$2.46M 0.68% 25
2021
Q4 		$15.2M Buy
163,512
+411
+0.3% +$38.7K 0.6% 29
2021
Q3 		$15.4M Buy
+163,101
New +$16.3M 0.67% 27

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

U.S. Capital Wealth Advisors's EMR Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its Emerson Electric (EMR) stake by 0.93% in Q1 2026, buying an estimated $219K and bringing the position to 164,834 shares worth $21.6M. The position accounts for 0.54% of the portfolio, ranked #33.

U.S. Capital Wealth Advisors first reported a position in EMR in Q3 2021 and has held it in 19 quarters since. The position peaked at $22.3M in Q2 2025. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • U.S. Capital Wealth Advisors held 164,834 shares of Emerson Electric worth $21.6M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 1,524 Emerson Electric shares in Q1 2026, an estimated $219K.
  • Emerson Electric made up 0.54% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #33 holding.
  • U.S. Capital Wealth Advisors first reported a position in Emerson Electric in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's Emerson Electric position peaked at $22.3M in Q2 2025.
  • 2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.