ZI
EMR icon

ZEGA Investments’s Emerson Electric EMR Stock Holding History

ZEGA Investments’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 		$118K Buy
+900
New +$129K 0.01% 287

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

ZEGA Investments's EMR Position: Q1 2026 in Review

ZEGA Investments reduced its Emerson Electric (EMR) stake by 56% in Q1 2026, selling an estimated $953K and leaving 5,104 shares worth $669K. The position accounts for 0.08% of the portfolio, ranked #146.

ZEGA Investments first reported a position in EMR in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.58M in Q3 2025. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • ZEGA Investments held 5,104 shares of Emerson Electric worth $669K as of Q1 2026.
  • ZEGA Investments sold 6,625 Emerson Electric shares in Q1 2026, an estimated $953K.
  • Emerson Electric made up 0.08% of ZEGA Investments's portfolio in Q1 2026, its #146 holding.
  • ZEGA Investments first reported a position in Emerson Electric in Q4 2024 and has held it in 4 quarters since.
  • ZEGA Investments's Emerson Electric position peaked at $1.58M in Q3 2025.
  • 2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

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