WANY
EMR icon

Wealthspire Advisors (New York)’s Emerson Electric EMR Stock Holding History

Wealthspire Advisors (New York)’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 		$1.21M Sell
9,231
-4,828
-34% -$694K 0.01% 370
2025
Q4 		$1.87M Sell
14,059
-13,293
-49% -$1.76M 0.01% 305
2025
Q3 		$3.59M Buy
27,352
+12,838
+88% +$1.75M 0.02% 197
2025
Q2 		$1.94M Buy
14,514
+1,091
+8% +$125K 0.01% 282
2025
Q1 		$1.47M Sell
13,423
-468
-3% -$56.4K 0.01% 319
2024
Q4 		$1.72M Sell
13,891
-607
-4% -$73.6K 0.02% 267
2024
Q3 		$1.59M Sell
14,498
-524
-3% -$56.4K 0.02% 285
2024
Q2 		$1.65M Sell
15,022
-418
-3% -$46.2K 0.02% 230
2024
Q1 		$1.75M Sell
15,440
-457
-3% -$46.9K 0.02% 222
2023
Q4 		$1.55M Buy
15,897
+567
+4% +$51.9K 0.02% 238
2023
Q3 		$1.48M Buy
15,330
+7,155
+88% +$681K 0.02% 208
2023
Q2 		$739K Sell
8,175
-344
-4% -$29K 0.01% 305
2023
Q1 		$742K Sell
8,519
-2,746
-24% -$240K 0.01% 299
2022
Q4 		$1.08M Sell
11,265
-145
-1% -$13K 0.02% 245
2022
Q3 		$835K Buy
11,410
+2,981
+35% +$248K 0.02% 251
2022
Q2 		$670K Buy
8,429
+740
+10% +$65.2K 0.01% 275
2022
Q1 		$754K Sell
7,689
-3,092
-29% -$293K 0.02% 218
2021
Q4 		$1M Buy
10,781
+272
+3% +$25.6K 0.02% 227
2021
Q3 		$990K Buy
10,509
+7,065
+205% +$705K 0.02% 250
2021
Q2 		$331K Sell
3,444
-10,940
-76% -$1.03M 0.01% 276
2021
Q1 		$1.3M Buy
14,384
+4,070
+39% +$350K 0.03% 222
2020
Q4 		$829K Buy
10,314
+5,060
+96% +$376K 0.02% 227
2020
Q3 		$345K Sell
5,254
-1,300
-20% -$85.6K 0.02% 222
2020
Q2 		$407K Sell
6,554
-3,796
-37% -$216K 0.03% 173
2020
Q1 		$493K Buy
10,350
+7,181
+227% +$473K 0.02% 294
2019
Q4 		$242K Buy
+3,169
New +$228K 0.02% 178
2019
Q1 		– Sell
-1,437
Closed -$86K – 270
2018
Q4 		$86K Buy
+1,437
New +$96.9K 0.01% 121

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

Wealthspire Advisors (New York)'s EMR Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Emerson Electric (EMR) stake by 34% in Q1 2026, selling an estimated $694K and leaving 9,231 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #370.

Wealthspire Advisors (New York) first reported a position in EMR in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.59M in Q3 2025. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Wealthspire Advisors (New York) held 9,231 shares of Emerson Electric worth $1.21M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 4,828 Emerson Electric shares in Q1 2026, an estimated $694K.
  • Emerson Electric made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #370 holding.
  • Wealthspire Advisors (New York) first reported a position in Emerson Electric in Q4 2018 and has held it in 27 quarters since.
  • Wealthspire Advisors (New York)'s Emerson Electric position peaked at $3.59M in Q3 2025.
  • 2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.