EWP
EMR icon

Elevation Wealth Partners’s Emerson Electric EMR Stock Holding History

Elevation 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
Q3 		$90.7K Buy
585
+203
+53% +$30.5K 0.03% 217
2026
Q2 		$54.7K Buy
382
+290
+315% +$40.8K 0.02% 281
2026
Q1 		$12.1K Buy
92
+13
+16% +$1.87K ﹤0.01% 473
2025
Q4 		$10.5K Buy
79
+7
+10% +$929 ﹤0.01% 475
2025
Q3 		$9.45K Buy
72
+51
+243% +$6.95K ﹤0.01% 393
2025
Q2 		$2.8K Sell
21
-79
-79% -$9.06K ﹤0.01% 422
2025
Q1 		$11K Hold
100
– – ﹤0.01% 362
2024
Q4 		$12.4K Hold
100
– – 0.01% 353
2024
Q3 		$10.9K Hold
100
– – ﹤0.01% 350
2024
Q2 		$11K Hold
100
– – 0.01% 340
2024
Q1 		$11.3K Hold
100
– – 0.01% 344
2023
Q4 		$9.66K Hold
100
– – 0.01% 334
2023
Q3 		$9.66K Hold
100
– – 0.01% 248
2023
Q2 		$9.04K Hold
100
– – 0.01% 259
2023
Q1 		$8.71K Buy
+100
New +$8.74K 0.01% 267

Other funds holding EMR

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
ISB
Iowa State Bank Urbandale, Iowa $592M AUM 21.15% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BE
Bonness Enterprises Washington, District of Columbia $307M AUM 22.88% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Elevation Wealth Partners's EMR Position: Q3 2026 in Review

Elevation Wealth Partners increased its Emerson Electric (EMR) stake by 53% in Q3 2026, buying an estimated $30.5K and bringing the position to 585 shares worth $90.7K. The position accounts for 0.03% of the portfolio, ranked #217.

Elevation Wealth Partners first reported a position in EMR in Q1 2023 and has held it in 15 quarters since. 121 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Elevation Wealth Partners held 585 shares of Emerson Electric worth $90.7K as of Q3 2026.
  • Elevation Wealth Partners bought 203 Emerson Electric shares in Q3 2026, an estimated $30.5K.
  • Emerson Electric made up 0.03% of Elevation Wealth Partners's portfolio in Q3 2026, its #217 holding.
  • Elevation Wealth Partners first reported a position in Emerson Electric in Q1 2023 and has held it in 15 quarters since.
  • 121 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.