Cascade Financial Partners’s Emerson Electric EMR Stock Holding History

Cascade Financial 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	$394K	Sell	2,753 -104	-4%	-$14.6K	0.03%	198
2026 Q1	$374K	Sell	2,857 -125	-4%	-$18K	0.04%	187
2025 Q4	$396K	Sell	2,982 -510	-15%	-$67.7K	0.04%	181
2025 Q3	$458K	Buy	3,492 +120	+4%	+$16.4K	0.05%	170
2025 Q2	$450K	Hold	3,372	–	–	0.05%	169
2025 Q1	$370K	Sell	3,372 -10	-0.3%	-$1.21K	0.05%	180
2024 Q4	$419K	Hold	3,382	–	–	0.05%	153
2024 Q3	$370K	Sell	3,382 -214	-6%	-$23K	0.05%	168
2024 Q2	$396K	Buy	3,596 +125	+4%	+$13.8K	0.05%	157
2024 Q1	$391K	Buy	+3,471	New	+$357K	0.06%	150

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Cascade Financial Partners's EMR Position: Q2 2026 in Review

Cascade Financial Partners reduced its Emerson Electric (EMR) stake by 3.6% in Q2 2026, selling an estimated $14.6K and leaving 2,753 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #198.

Cascade Financial Partners first reported a position in EMR in Q1 2024 and has held it in 10 quarters since. The position peaked at $458K in Q3 2025. 2,294 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Cascade Financial Partners held 2,753 shares of Emerson Electric worth $394K as of Q2 2026.
Cascade Financial Partners sold 104 Emerson Electric shares in Q2 2026, an estimated $14.6K.
Emerson Electric made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #198 holding.
Cascade Financial Partners first reported a position in Emerson Electric in Q1 2024 and has held it in 10 quarters since.
Cascade Financial Partners's Emerson Electric position peaked at $458K in Q3 2025.
2,294 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.