UAG
EMR icon

United Advisor Group’s Emerson Electric EMR Stock Holding History

United Advisor Group’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 		$353K Buy
2,695
+15
+0.6% +$2.16K 0.04% 356
2025
Q4 		$356K Buy
2,680
+4
+0.1% +$531 0.04% 342
2025
Q3 		$351K Buy
2,676
+105
+4% +$14.3K 0.05% 331
2025
Q2 		$343K Sell
2,571
-2
-0.1% -$229 0.06% 294
2025
Q1 		$282K Sell
2,573
-413
-14% -$49.8K 0.06% 284
2024
Q4 		$370K Buy
2,986
+388
+15% +$47.1K 0.07% 251
2024
Q3 		$284K Buy
2,598
+100
+4% +$10.8K 0.06% 288
2024
Q2 		$275K Buy
+2,498
New +$276K 0.09% 213

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

United Advisor Group's EMR Position: Q1 2026 in Review

United Advisor Group increased its Emerson Electric (EMR) stake by 0.56% in Q1 2026, buying an estimated $2.16K and bringing the position to 2,695 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #356.

United Advisor Group first reported a position in EMR in Q2 2024 and has held it in 8 quarters since. The position peaked at $370K in Q4 2024. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • United Advisor Group held 2,695 shares of Emerson Electric worth $353K as of Q1 2026.
  • United Advisor Group bought 15 Emerson Electric shares in Q1 2026, an estimated $2.16K.
  • Emerson Electric made up 0.04% of United Advisor Group's portfolio in Q1 2026, its #356 holding.
  • United Advisor Group first reported a position in Emerson Electric in Q2 2024 and has held it in 8 quarters since.
  • United Advisor Group's Emerson Electric position peaked at $370K in Q4 2024.
  • 2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.