Avantax Planning Partners’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.39M | Sell |
9,739
-465
| -5% | -$65.5K | 0.03% | 173 |
|
|
2026
Q1 | $1.34M | Buy |
10,204
+440
| +5% | +$63.3K | 0.04% | 167 |
|
|
2025
Q4 | $1.3M | Sell |
9,764
-209
| -2% | -$27.7K | 0.04% | 170 |
|
|
2025
Q3 | $1.31M | Sell |
9,973
-644
| -6% | -$87.8K | 0.04% | 176 |
|
|
2025
Q2 | $1.42M | Buy |
10,617
+69
| +0.7% | +$7.92K | 0.04% | 159 |
|
|
2025
Q1 | $1.16M | Buy |
10,548
+109
| +1% | +$13.1K | 0.04% | 174 |
|
|
2024
Q4 | $1.29M | Buy |
10,439
+154
| +1% | +$18.7K | 0.05% | 158 |
|
|
2024
Q3 | $1.12M | Sell |
10,285
-488
| -5% | -$52.5K | 0.04% | 173 |
|
|
2024
Q2 | $1.19M | Sell |
10,773
-296
| -3% | -$32.7K | 0.04% | 192 |
|
|
2024
Q1 | $1.26M | Buy |
11,069
+3,277
| +42% | +$337K | 0.04% | 193 |
|
|
2023
Q4 | $758K | Sell |
7,792
-5,088
| -40% | -$466K | 0.03% | 196 |
|
|
2023
Q3 | $1.24M | Buy |
12,880
+256
| +2% | +$24.4K | 0.05% | 149 |
|
|
2023
Q2 | $1.14M | Sell |
12,624
-129
| -1% | -$10.9K | 0.05% | 153 |
|
|
2023
Q1 | $1.11M | Buy |
12,753
+710
| +6% | +$62K | 0.05% | 156 |
|
|
2022
Q4 | $1.16M | Sell |
12,043
-1,265
| -10% | -$114K | 0.05% | 150 |
|
|
2022
Q3 | $974K | Sell |
13,308
-14,227
| -52% | -$1.18M | 0.04% | 151 |
|
|
2022
Q2 | $2.19M | Sell |
27,535
-514
| -2% | -$45.3K | 0.09% | 94 |
|
|
2022
Q1 | $2.75M | Buy |
28,049
+613
| +2% | +$58K | 0.11% | 85 |
|
|
2021
Q4 | $2.55M | Buy |
27,436
+654
| +2% | +$61.6K | 0.1% | 86 |
|
|
2021
Q3 | $2.52M | Buy |
26,782
+443
| +2% | +$44.2K | 0.12% | 73 |
|
|
2021
Q2 | $2.54M | Buy |
26,339
+1,086
| +4% | +$102K | 0.12% | 73 |
|
|
2021
Q1 | $2.28M | Sell |
25,253
-3,140
| -11% | -$270K | 0.12% | 74 |
|
|
2020
Q4 | $2.28M | Sell |
28,393
-1,757
| -6% | -$131K | 0.12% | 73 |
|
|
2020
Q3 | $1.98M | Buy |
30,150
+2,648
| +10% | +$174K | 0.1% | 83 |
|
|
2020
Q2 | $1.71M | Buy |
27,502
+19,427
| +241% | +$1.1M | 0.1% | 93 |
|
|
2020
Q1 | $385K | Buy |
8,075
+40
| +0.5% | +$2.63K | 0.03% | 177 |
|
|
2019
Q4 | $613K | Buy |
8,035
+162
| +2% | +$11.7K | 0.04% | 147 |
|
|
2019
Q3 | $526K | Sell |
7,873
-1,747
| -18% | -$110K | 0.03% | 163 |
|
|
2019
Q2 | $624K | Sell |
9,620
-92
| -0.9% | -$6.16K | 0.04% | 144 |
|
|
2019
Q1 | $665K | Buy |
9,712
+643
| +7% | +$42.3K | 0.05% | 137 |
|
|
2018
Q4 | $542K | Buy |
9,069
+559
| +7% | +$37.7K | 0.04% | 141 |
|
|
2018
Q3 | $652K | Buy |
8,510
+3,327
| +64% | +$245K | 0.05% | 122 |
|
|
2018
Q2 | $359K | Sell |
5,183
-1,371
| -21% | -$96.4K | 0.03% | 159 |
|
|
2018
Q1 | $448K | Buy |
6,554
+2,274
| +53% | +$162K | 0.04% | 185 |
|
|
2017
Q4 | $298K | Sell |
4,280
-3,009
| -41% | -$195K | 0.03% | 227 |
|
|
2017
Q3 | $458K | Sell |
7,289
-159
| -2% | -$9.59K | 0.04% | 215 |
|
|
2017
Q2 | $444K | Buy |
7,448
+1,922
| +35% | +$114K | 0.04% | 204 |
|
|
2017
Q1 | $331K | Sell |
5,526
-879
| -14% | -$52.5K | 0.03% | 229 |
|
|
2016
Q4 | $357K | Buy |
+6,405
| New | +$345K | 0.04% | 204 |
|
Other funds holding EMR
Avantax Planning Partners's EMR Position: Q2 2026 in Review
Avantax Planning Partners reduced its Emerson Electric (EMR) stake by 4.6% in Q2 2026, selling an estimated $65.5K and leaving 9,739 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #173.
Avantax Planning Partners first reported a position in EMR in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.75M in Q1 2022. 2,285 funds tracked by Wall St. Rank hold EMR as of Q2 2026.
- Avantax Planning Partners held 9,739 shares of Emerson Electric worth $1.39M as of Q2 2026.
- Avantax Planning Partners sold 465 Emerson Electric shares in Q2 2026, an estimated $65.5K.
- Emerson Electric made up 0.03% of Avantax Planning Partners's portfolio in Q2 2026, its #173 holding.
- Avantax Planning Partners first reported a position in Emerson Electric in Q4 2016 and has held it in 39 quarters since.
- Avantax Planning Partners's Emerson Electric position peaked at $2.75M in Q1 2022.
- 2,285 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.
Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.