Whalerock Point Partners’s Emerson Electric EMR Stock Holding History

Whalerock Point Partners’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	$266K	Hold	2,028	–	–	0.05%	169
2025 Q4	$269K	Sell	2,028 -500	-20%	-$66.3K	0.05%	166
2025 Q3	$332K	Buy	2,528 +690	+38%	+$94.1K	0.07%	138
2025 Q2	$245K	Hold	1,838	–	–	0.05%	174
2025 Q1	$202K	Hold	1,838	–	–	0.05%	180
2024 Q4	$228K	Buy	+1,838	New	+$223K	0.05%	169
2015 Q1	–	Sell	-5,100	Closed	-$314K	–	149
2014 Q4	$314K	Hold	5,100	–	–	0.13%	107
2014 Q3	$319K	Hold	5,100	–	–	0.14%	109
2014 Q2	$338K	Hold	5,100	–	–	0.16%	98
2014 Q1	$340K	Sell	5,100 -20	-0.4%	-$1.32K	0.17%	92
2013 Q4	$359K	Buy	+5,120	New	+$342K	0.19%	87

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

Whalerock Point Partners's EMR Position: Q1 2026 in Review

Whalerock Point Partners held its Emerson Electric (EMR) position steady in Q1 2026 at 2,028 shares worth $266K. The position accounts for 0.05% of the portfolio, ranked #169.

Whalerock Point Partners first reported a position in EMR in Q4 2013 and has held it in 11 quarters since. The position peaked at $359K in Q4 2013. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Whalerock Point Partners held 2,028 shares of Emerson Electric worth $266K as of Q1 2026.
Whalerock Point Partners left its Emerson Electric share count unchanged in Q1 2026.
Emerson Electric made up 0.05% of Whalerock Point Partners's portfolio in Q1 2026, its #169 holding.
Whalerock Point Partners first reported a position in Emerson Electric in Q4 2013 and has held it in 11 quarters since.
Whalerock Point Partners's Emerson Electric position peaked at $359K in Q4 2013.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Whalerock Point Partners's 13F filing for Q1 2026, filed 15 May 2026.