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Principle Wealth Partners’s Emerson Electric EMR Stock Holding History

Principle 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 		$5.57M Sell
38,925
-111
-0.3% -$15.6K 0.28% 70
2026
Q1 		$5.11M Sell
39,036
-178
-0.5% -$25.6K 0.29% 68
2025
Q4 		$5.2M Buy
39,214
+1
+0% +$133 0.29% 66
2025
Q3 		$5.14M Sell
39,213
-315
-0.8% -$42.9K 0.3% 69
2025
Q2 		$5.27M Buy
39,528
+2,736
+7% +$314K 0.33% 65
2025
Q1 		$4.03M Buy
36,792
+1,751
+5% +$211K 0.29% 80
2024
Q4 		$4.34M Sell
35,041
-309
-0.9% -$37.5K 0.3% 75
2024
Q3 		$3.87M Sell
35,350
-1,339
-4% -$144K 0.27% 88
2024
Q2 		$4.04M Sell
36,689
-190
-0.5% -$21K 0.31% 78
2024
Q1 		$4.18M Sell
36,879
-345
-0.9% -$35.4K 0.33% 79
2023
Q4 		$3.62M Sell
37,224
-372
-1% -$34.1K 0.31% 79
2023
Q3 		$3.63M Buy
37,596
+5
+0% +$476 0.36% 69
2023
Q2 		$3.4M Sell
37,591
-95
-0.3% -$8K 0.34% 68
2023
Q1 		$3.28M Sell
37,686
-231
-0.6% -$20.2K 0.35% 69
2022
Q4 		$3.64M Sell
37,917
-2,436
-6% -$219K 0.41% 61
2022
Q3 		$2.96M Buy
40,353
+2,285
+6% +$190K 0.28% 64
2022
Q2 		$3.03M Sell
38,068
-2,947
-7% -$260K 0.36% 67
2022
Q1 		$4.02M Buy
41,015
+1,695
+4% +$160K 0.42% 56
2021
Q4 		$3.66M Sell
39,320
-443
-1% -$41.7K 0.38% 59
2021
Q3 		$3.75M Buy
39,763
+528
+1% +$52.7K 0.43% 54
2021
Q2 		$3.78M Buy
39,235
+8
+0% +$752 0.43% 54
2021
Q1 		$3.54M Buy
39,227
+934
+2% +$80.4K 0.41% 53
2020
Q4 		$3.08M Buy
+38,293
New +$2.85M 0.41% 55
2020
Q3 		– Sell
-156
Closed -$10K – 240
2020
Q2 		$10K Buy
+156
New +$8.86K ﹤0.01% 406

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

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

Principle Wealth Partners reduced its Emerson Electric (EMR) stake by 0.28% in Q2 2026, selling an estimated $15.6K and leaving 38,925 shares worth $5.57M. The position accounts for 0.28% of the portfolio, ranked #70.

Principle Wealth Partners first reported a position in EMR in Q2 2020 and has held it in 24 quarters since. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Principle Wealth Partners held 38,925 shares of Emerson Electric worth $5.57M as of Q2 2026.
  • Principle Wealth Partners sold 111 Emerson Electric shares in Q2 2026, an estimated $15.6K.
  • Emerson Electric made up 0.28% of Principle Wealth Partners's portfolio in Q2 2026, its #70 holding.
  • Principle Wealth Partners first reported a position in Emerson Electric in Q2 2020 and has held it in 24 quarters since.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.