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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
Q2 		$301K Buy
2,103
+4
+0.2% +$563 0.01% 282
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 $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

Root Financial Partners's EMR Position: Q2 2026 in Review

Root Financial Partners increased its Emerson Electric (EMR) stake by 0.19% in Q2 2026, buying an estimated $563 and bringing the position to 2,103 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #282.

Root Financial Partners first reported a position in EMR in Q2 2025 and has held it in 5 quarters since. 2,289 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Root Financial Partners held 2,103 shares of Emerson Electric worth $301K as of Q2 2026.
  • Root Financial Partners bought 4 Emerson Electric shares in Q2 2026, an estimated $563.
  • Emerson Electric made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #282 holding.
  • Root Financial Partners first reported a position in Emerson Electric in Q2 2025 and has held it in 5 quarters since.
  • 2,289 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.