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Mosaic Family Wealth Partners’s Emerson Electric EMR Stock Holding History

Mosaic Family 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 		$4.06M Buy
28,371
+13,795
+95% +$1.94M 0.27% 58
2026
Q1 		$1.91M Buy
14,576
+762
+6% +$110K 0.2% 71
2025
Q4 		$1.83M Buy
13,814
+1
+0% +$133 0.2% 64
2025
Q3 		$1.79M Buy
13,813
+196
+1% +$26.7K 0.21% 54
2025
Q2 		$1.82M Sell
13,617
-128
-0.9% -$14.7K 0.23% 50
2025
Q1 		$1.51M Sell
13,745
-27
-0.2% -$3.25K 0.21% 50
2024
Q4 		$1.71M Sell
13,772
-2,653
-16% -$322K 0.25% 45
2024
Q3 		$1.8M Sell
16,425
-217
-1% -$23.3K 0.27% 42
2024
Q2 		$1.83M Sell
16,642
-3,269
-16% -$361K 0.29% 39
2024
Q1 		$2.26M Sell
19,911
-114
-0.6% -$11.7K 0.37% 34
2023
Q4 		$1.95M Sell
20,025
-3,307
-14% -$303K 0.34% 38
2023
Q3 		$2.25M Sell
23,332
-90
-0.4% -$8.57K 0.45% 31
2023
Q2 		$2.12M Sell
23,422
-2,088
-8% -$176K 0.42% 34
2023
Q1 		$2.22M Sell
25,510
-124
-0.5% -$10.8K 0.46% 32
2022
Q4 		$2.46M Buy
+25,634
New +$2.3M 0.69% 24

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

Mosaic Family Wealth Partners's EMR Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Emerson Electric (EMR) stake by 95% in Q2 2026, buying an estimated $1.94M and bringing the position to 28,371 shares worth $4.06M. The position accounts for 0.27% of the portfolio, ranked #58.

Mosaic Family Wealth Partners first reported a position in EMR in Q4 2022 and has held it in 15 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Mosaic Family Wealth Partners held 28,371 shares of Emerson Electric worth $4.06M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 13,795 Emerson Electric shares in Q2 2026, an estimated $1.94M.
  • Emerson Electric made up 0.27% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #58 holding.
  • Mosaic Family Wealth Partners first reported a position in Emerson Electric in Q4 2022 and has held it in 15 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.