VisionPoint Advisory Group’s Emerson Electric EMR Stock Holding History

VisionPoint Advisory 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 Q3	$657K	Sell	4,237 -23	-0.5%	-$3.46K	0.1%	197
2026 Q2	$610K	Buy	4,260 +276	+7%	+$38.9K	0.1%	227
2026 Q1	$522K	Sell	3,984 -71	-2%	-$10.2K	0.1%	215
2025 Q4	$538K	Buy	4,055 +69	+2%	+$9.15K	0.1%	198
2025 Q3	$523K	Buy	3,986 +336	+9%	+$45.8K	0.1%	202
2025 Q2	$487K	Sell	3,650 -169	-4%	-$19.4K	0.11%	190
2025 Q1	$419K	Sell	3,819 -9,802	-72%	-$1.18M	0.14%	130
2024 Q4	$1.66M	Sell	13,621 -353	-3%	-$42.8K	0.57%	52
2024 Q3	$1.53M	Sell	13,974 -444	-3%	-$47.8K	0.52%	57
2024 Q2	$1.59M	Buy	14,418 +706	+5%	+$78.1K	0.56%	47
2024 Q1	$1.56M	Sell	13,712 -871	-6%	-$89.5K	0.56%	47
2023 Q4	$1.42M	Buy	14,583 +2,142	+17%	+$196K	0.52%	56
2023 Q3	$1.2M	Buy	12,441 +12,350	+13,571%	+$1.18M	0.52%	59
2023 Q2	$8.22K	Buy	+91	New	+$7.66K	﹤0.01%	421

Other funds holding EMR

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

ISB

Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

VisionPoint Advisory Group's EMR Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Emerson Electric (EMR) stake by 0.54% in Q3 2026, selling an estimated $3.46K and leaving 4,237 shares worth $657K. The position accounts for 0.1% of the portfolio, ranked #197.

VisionPoint Advisory Group first reported a position in EMR in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.66M in Q4 2024. 121 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

VisionPoint Advisory Group held 4,237 shares of Emerson Electric worth $657K as of Q3 2026.
VisionPoint Advisory Group sold 23 Emerson Electric shares in Q3 2026, an estimated $3.46K.
Emerson Electric made up 0.1% of VisionPoint Advisory Group's portfolio in Q3 2026, its #197 holding.
VisionPoint Advisory Group first reported a position in Emerson Electric in Q2 2023 and has held it in 14 quarters since.
VisionPoint Advisory Group's Emerson Electric position peaked at $1.66M in Q4 2024.
121 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.