ViaWealth’s Emerson Electric EMR Stock Holding History

ViaWealth’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	$724K	Sell	5,529 -47	-0.8%	-$6.76K	0.4%	78
2025 Q4	$740K	Sell	5,576 -439	-7%	-$58.2K	0.42%	73
2025 Q3	$789K	Sell	6,015 -1,172	-16%	-$160K	0.43%	71
2025 Q2	$958K	Sell	7,187 -227	-3%	-$26K	0.57%	53
2025 Q1	$813K	Sell	7,414 -477	-6%	-$57.5K	0.5%	60
2024 Q4	$978K	Sell	7,891 -1,443	-15%	-$175K	0.59%	48
2024 Q3	$1.02M	Buy	9,334 +381	+4%	+$41K	0.6%	49
2024 Q2	$986K	Sell	8,953 -73	-0.8%	-$8.07K	0.61%	48
2024 Q1	$1.02M	Buy	9,026 +247	+3%	+$25.4K	0.64%	41
2023 Q4	$854K	Buy	8,779 +2	+0%	+$183	0.59%	48
2023 Q3	$848K	Sell	8,777 -23	-0.3%	-$2.19K	0.62%	48
2023 Q2	$795K	Sell	8,800 -31	-0.4%	-$2.61K	0.59%	52
2023 Q1	$770K	Buy	8,831 +117	+1%	+$10.2K	0.61%	54
2022 Q4	$848K	Buy	+8,714	New	+$783K	0.7%	42

Other funds holding EMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ViaWealth's EMR Position: Q1 2026 in Review

ViaWealth reduced its Emerson Electric (EMR) stake by 0.84% in Q1 2026, selling an estimated $6.76K and leaving 5,529 shares worth $724K. The position accounts for 0.4% of the portfolio, ranked #78.

ViaWealth first reported a position in EMR in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.02M in Q1 2024. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

ViaWealth held 5,529 shares of Emerson Electric worth $724K as of Q1 2026.
ViaWealth sold 47 Emerson Electric shares in Q1 2026, an estimated $6.76K.
Emerson Electric made up 0.4% of ViaWealth's portfolio in Q1 2026, its #78 holding.
ViaWealth first reported a position in Emerson Electric in Q4 2022 and has held it in 14 quarters since.
ViaWealth's Emerson Electric position peaked at $1.02M in Q1 2024.
2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.