UIM
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Unified Investment Management’s Emerson Electric EMR Stock Holding History

Unified Investment Management’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 		$450K Sell
3,431
-32
-0.9% -$4.6K 0.46% 83
2025
Q4 		$460K Buy
3,463
+37
+1% +$4.91K 0.46% 78
2025
Q3 		$449K Buy
3,426
+1,733
+102% +$236K 0.45% 77
2025
Q2 		$226K Buy
+1,693
New +$194K 0.24% 112

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

Unified Investment Management's EMR Position: Q1 2026 in Review

Unified Investment Management reduced its Emerson Electric (EMR) stake by 0.92% in Q1 2026, selling an estimated $4.6K and leaving 3,431 shares worth $450K. The position accounts for 0.46% of the portfolio, ranked #83.

Unified Investment Management first reported a position in EMR in Q2 2025 and has held it in 4 quarters since. The position peaked at $460K in Q4 2025. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Unified Investment Management held 3,431 shares of Emerson Electric worth $450K as of Q1 2026.
  • Unified Investment Management sold 32 Emerson Electric shares in Q1 2026, an estimated $4.6K.
  • Emerson Electric made up 0.46% of Unified Investment Management's portfolio in Q1 2026, its #83 holding.
  • Unified Investment Management first reported a position in Emerson Electric in Q2 2025 and has held it in 4 quarters since.
  • Unified Investment Management's Emerson Electric position peaked at $460K in Q4 2025.
  • 2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Unified Investment Management's 13F filing for Q1 2026, filed 29 Apr 2026.