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
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

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

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

Elevation Wealth Partners increased its Emerson Electric (EMR) stake by 315% in Q2 2026, buying an estimated $40.8K and bringing the position to 382 shares worth $54.7K. The position accounts for 0.02% of the portfolio, ranked #281.

Elevation Wealth Partners first reported a position in EMR in Q1 2023 and has held it in 14 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Elevation Wealth Partners held 382 shares of Emerson Electric worth $54.7K as of Q2 2026.
  • Elevation Wealth Partners bought 290 Emerson Electric shares in Q2 2026, an estimated $40.8K.
  • Emerson Electric made up 0.02% of Elevation Wealth Partners's portfolio in Q2 2026, its #281 holding.
  • Elevation Wealth Partners first reported a position in Emerson Electric in Q1 2023 and has held it in 14 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.