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Concord Wealth Partners’s Emerson Electric EMR Stock Holding History

Concord 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 		$385K Buy
2,690
+269
+11% +$37.9K 0.04% 164
2026
Q1 		$317K Buy
2,421
+1,745
+258% +$251K 0.04% 162
2025
Q4 		$89.7K Hold
676
– – 0.01% 266
2025
Q3 		$88.7K Sell
676
-710
-51% -$96.8K 0.01% 271
2025
Q2 		$185K Buy
1,386
+345
+33% +$39.6K 0.03% 209
2025
Q1 		$114K Sell
1,041
-194
-16% -$23.4K 0.02% 232
2024
Q4 		$153K Buy
1,235
+1
+0.1% +$121 0.03% 212
2024
Q3 		$135K Sell
1,234
-196
-14% -$21.1K 0.02% 238
2024
Q2 		$158K Sell
1,430
-587
-29% -$64.9K 0.03% 215
2024
Q1 		$229K Sell
2,017
-1,073
-35% -$110K 0.04% 199
2023
Q4 		$301K Sell
3,090
-952
-24% -$87.2K 0.06% 162
2023
Q3 		$390K Buy
4,042
+466
+13% +$44.4K 0.08% 137
2023
Q2 		$323K Buy
3,576
+1,016
+40% +$85.5K 0.07% 143
2023
Q1 		$223K Sell
2,560
-2,045
-44% -$179K 0.06% 150
2022
Q4 		$442K Sell
4,605
-3,739
-45% -$336K 0.13% 93
2022
Q3 		$611K Buy
8,344
+119
+1% +$9.88K 0.19% 74
2022
Q2 		$654K Buy
8,225
+956
+13% +$84.3K 0.18% 78
2022
Q1 		$713K Buy
7,269
+153
+2% +$14.5K 0.18% 75
2021
Q4 		$662K Buy
7,116
+4,185
+143% +$394K 0.16% 78
2021
Q3 		$276K Sell
2,931
-3,363
-53% -$336K 0.11% 66
2021
Q2 		$606K Buy
6,294
+644
+11% +$60.6K 0.17% 56
2021
Q1 		$510K Buy
5,650
+4,774
+545% +$411K 0.17% 58
2020
Q4 		$70K Buy
+876
New +$65.1K 0.05% 167

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

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

Concord Wealth Partners increased its Emerson Electric (EMR) stake by 11% in Q2 2026, buying an estimated $37.9K and bringing the position to 2,690 shares worth $385K. The position accounts for 0.04% of the portfolio, ranked #164.

Concord Wealth Partners first reported a position in EMR in Q4 2020 and has held it in 23 quarters since. The position peaked at $713K in Q1 2022. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Concord Wealth Partners held 2,690 shares of Emerson Electric worth $385K as of Q2 2026.
  • Concord Wealth Partners bought 269 Emerson Electric shares in Q2 2026, an estimated $37.9K.
  • Emerson Electric made up 0.04% of Concord Wealth Partners's portfolio in Q2 2026, its #164 holding.
  • Concord Wealth Partners first reported a position in Emerson Electric in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Emerson Electric position peaked at $713K in Q1 2022.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.