IAG Wealth Partners’s Emerson Electric EMR Stock Holding History

IAG 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	$5.73K	Sell	40 -136	-77%	-$19.1K	﹤0.01%	414
2026 Q1	$23.1K	Buy	176 +6	+4%	+$863	﹤0.01%	291
2025 Q4	$22.6K	Buy	170 +40	+31%	+$5.31K	﹤0.01%	278
2025 Q3	$17.1K	Buy	130 +5	+4%	+$682	﹤0.01%	321
2025 Q2	$16.7K	Hold	125	–	–	﹤0.01%	297
2025 Q1	$13.7K	Hold	125	–	–	﹤0.01%	307
2024 Q4	$15.5K	Buy	+125	New	+$15.2K	﹤0.01%	300
2022 Q4	–	Sell	-200	Closed	-$15K	–	456
2022 Q3	$15K	Hold	200	–	–	0.01%	231
2022 Q2	$16K	Hold	200	–	–	0.01%	224
2022 Q1	$20K	Hold	200	–	–	0.01%	222
2021 Q4	$19K	Hold	200	–	–	0.01%	230
2021 Q3	$19K	Hold	200	–	–	0.01%	202
2021 Q2	$20K	Hold	200	–	–	0.01%	193
2021 Q1	$19K	Hold	200	–	–	0.01%	188
2020 Q4	$17K	Hold	200	–	–	0.01%	181
2020 Q3	$14K	Hold	200	–	–	0.01%	188
2020 Q2	$13K	Hold	200	–	–	0.01%	191
2020 Q1	$10K	Hold	200	–	–	0.01%	202
2019 Q4	$16K	Buy	+200	New	+$14.4K	0.01%	194

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

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

IAG Wealth Partners reduced its Emerson Electric (EMR) stake by 77% in Q2 2026, selling an estimated $19.1K and leaving 40 shares worth $5.73K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

IAG Wealth Partners first reported a position in EMR in Q4 2019 and has held it in 19 quarters since. The position peaked at $23.1K in Q1 2026. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

IAG Wealth Partners held 40 shares of Emerson Electric worth $5.73K as of Q2 2026.
IAG Wealth Partners sold 136 Emerson Electric shares in Q2 2026, an estimated $19.1K.
Emerson Electric made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #414 holding.
IAG Wealth Partners first reported a position in Emerson Electric in Q4 2019 and has held it in 19 quarters since.
IAG Wealth Partners's Emerson Electric position peaked at $23.1K in Q1 2026.
2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.