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Root Financial Partners’s Emerson Electric EMR Stock Holding History

Root Financial 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
Q1 		$275K Sell
2,099
-128
-6% -$18.4K 0.01% 266
2025
Q4 		$296K Buy
2,227
+78
+4% +$10.3K 0.02% 228
2025
Q3 		$282K Buy
2,149
+364
+20% +$49.6K 0.02% 220
2025
Q2 		$238K Buy
+1,785
New +$205K 0.02% 217

Other funds holding EMR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Root Financial Partners's EMR Position: Q1 2026 in Review

Root Financial Partners reduced its Emerson Electric (EMR) stake by 5.7% in Q1 2026, selling an estimated $18.4K and leaving 2,099 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #266.

Root Financial Partners first reported a position in EMR in Q2 2025 and has held it in 4 quarters since. The position peaked at $296K in Q4 2025. 2,194 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Root Financial Partners held 2,099 shares of Emerson Electric worth $275K as of Q1 2026.
  • Root Financial Partners sold 128 Emerson Electric shares in Q1 2026, an estimated $18.4K.
  • Emerson Electric made up 0.01% of Root Financial Partners's portfolio in Q1 2026, its #266 holding.
  • Root Financial Partners first reported a position in Emerson Electric in Q2 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Emerson Electric position peaked at $296K in Q4 2025.
  • 2,194 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.