UF
EMR icon

Univest Financial’s Emerson Electric EMR Stock Holding History

Univest Financial’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 		$314K Hold
2,397
– – 0.02% 224
2025
Q4 		$318K Sell
2,397
-216
-8% -$28.7K 0.02% 228
2025
Q3 		$343K Hold
2,613
– – 0.02% 218
2025
Q2 		$348K Sell
2,613
-80
-3% -$9.18K 0.02% 215
2025
Q1 		$295K Sell
2,693
-190
-7% -$22.9K 0.02% 237
2024
Q4 		$357K Sell
2,883
-160
-5% -$19.4K 0.02% 225
2024
Q3 		$333K Buy
+3,043
New +$327K 0.02% 232

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

Univest Financial's EMR Position: Q1 2026 in Review

Univest Financial held its Emerson Electric (EMR) position steady in Q1 2026 at 2,397 shares worth $314K. The position accounts for 0.02% of the portfolio, ranked #224.

Univest Financial first reported a position in EMR in Q3 2024 and has held it in 7 quarters since. The position peaked at $357K in Q4 2024. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Univest Financial held 2,397 shares of Emerson Electric worth $314K as of Q1 2026.
  • Univest Financial left its Emerson Electric share count unchanged in Q1 2026.
  • Emerson Electric made up 0.02% of Univest Financial's portfolio in Q1 2026, its #224 holding.
  • Univest Financial first reported a position in Emerson Electric in Q3 2024 and has held it in 7 quarters since.
  • Univest Financial's Emerson Electric position peaked at $357K in Q4 2024.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.