Waterloo Capital’s Emerson Electric EMR Stock Holding History

Waterloo Capital’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	$1.85M	Sell	14,094 -2,901	-17%	-$417K	0.13%	150
2025 Q4	$2.26M	Buy	16,995 +2,423	+17%	+$321K	0.16%	130
2025 Q3	$1.91M	Buy	14,572 +1,287	+10%	+$175K	0.14%	144
2025 Q2	$1.77M	Buy	13,285 +1,218	+10%	+$140K	0.14%	143
2025 Q1	$1.32M	Buy	12,067 +1,018	+9%	+$123K	0.12%	153
2024 Q4	$1.37M	Buy	11,049 +1,281	+13%	+$155K	0.14%	146
2024 Q3	$1.07M	Sell	9,768 -3,287	-25%	-$354K	0.12%	160
2024 Q2	$1.44M	Buy	13,055 +1,303	+11%	+$144K	0.17%	127
2024 Q1	$1.33M	Buy	11,752 +3,585	+44%	+$368K	0.17%	122
2023 Q4	$795K	Buy	+8,167	New	+$748K	0.13%	159

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

Waterloo Capital's EMR Position: Q1 2026 in Review

Waterloo Capital reduced its Emerson Electric (EMR) stake by 17% in Q1 2026, selling an estimated $417K and leaving 14,094 shares worth $1.85M. The position accounts for 0.13% of the portfolio, ranked #150.

Waterloo Capital first reported a position in EMR in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.26M in Q4 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Waterloo Capital held 14,094 shares of Emerson Electric worth $1.85M as of Q1 2026.
Waterloo Capital sold 2,901 Emerson Electric shares in Q1 2026, an estimated $417K.
Emerson Electric made up 0.13% of Waterloo Capital's portfolio in Q1 2026, its #150 holding.
Waterloo Capital first reported a position in Emerson Electric in Q4 2023 and has held it in 10 quarters since.
Waterloo Capital's Emerson Electric position peaked at $2.26M in Q4 2025.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.