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Balboa Wealth Partners’s Emerson Electric EMR Stock Holding History

Balboa Wealth 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
Q2 		$333K Sell
2,324
-81
-3% -$11.4K 0.05% 320
2026
Q1 		$315K Sell
2,405
-30
-1% -$4.31K 0.05% 296
2025
Q4 		$323K Sell
2,435
-212
-8% -$28.1K 0.05% 274
2025
Q3 		$347K Buy
2,647
+12
+0.5% +$1.64K 0.06% 248
2025
Q2 		$351K Buy
2,635
+483
+22% +$55.4K 0.07% 218
2025
Q1 		$236K Sell
2,152
-243
-10% -$29.3K 0.06% 235
2024
Q4 		$297K Sell
2,395
-31
-1% -$3.76K 0.07% 211
2024
Q3 		$265K Sell
2,426
-648
-21% -$69.7K 0.07% 201
2024
Q2 		$339K Buy
3,074
+477
+18% +$52.7K 0.09% 174
2024
Q1 		$295K Sell
2,597
-29
-1% -$2.98K 0.09% 169
2023
Q4 		$256K Sell
2,626
-411
-14% -$37.6K 0.08% 184
2023
Q3 		$293K Sell
3,037
-162
-5% -$15.4K 0.11% 160
2023
Q2 		$289K Buy
+3,199
New +$269K 0.1% 168
2023
Q1 		– Sell
-2,748
Closed -$264K – 306
2022
Q4 		$264K Buy
+2,748
New +$247K 0.12% 174

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Balboa Wealth Partners's EMR Position: Q2 2026 in Review

Balboa Wealth Partners reduced its Emerson Electric (EMR) stake by 3.4% in Q2 2026, selling an estimated $11.4K and leaving 2,324 shares worth $333K. The position accounts for 0.05% of the portfolio, ranked #320.

Balboa Wealth Partners first reported a position in EMR in Q4 2022 and has held it in 14 quarters since. The position peaked at $351K in Q2 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Balboa Wealth Partners held 2,324 shares of Emerson Electric worth $333K as of Q2 2026.
  • Balboa Wealth Partners sold 81 Emerson Electric shares in Q2 2026, an estimated $11.4K.
  • Emerson Electric made up 0.05% of Balboa Wealth Partners's portfolio in Q2 2026, its #320 holding.
  • Balboa Wealth Partners first reported a position in Emerson Electric in Q4 2022 and has held it in 14 quarters since.
  • Balboa Wealth Partners's Emerson Electric position peaked at $351K in Q2 2025.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.