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Sagespring Wealth Partners’s Emerson Electric EMR Stock Holding History

Sagespring 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 		$1.29M Sell
8,996
-1,247
-12% -$176K 0.02% 296
2026
Q1 		$1.34M Sell
10,243
-201
-2% -$28.9K 0.02% 262
2025
Q4 		$1.39M Sell
10,444
-48
-0.5% -$6.37K 0.03% 247
2025
Q3 		$1.38M Buy
10,492
+684
+7% +$93.3K 0.03% 247
2025
Q2 		$1.31M Buy
9,808
+3,133
+47% +$359K 0.03% 231
2025
Q1 		$732K Buy
6,675
+460
+7% +$55.5K 0.02% 303
2024
Q4 		$770K Buy
+6,215
New +$754K 0.02% 266

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

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

Sagespring Wealth Partners reduced its Emerson Electric (EMR) stake by 12% in Q2 2026, selling an estimated $176K and leaving 8,996 shares worth $1.29M. The position accounts for 0.02% of the portfolio, ranked #296.

Sagespring Wealth Partners first reported a position in EMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.39M in Q4 2025. 2,292 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Sagespring Wealth Partners held 8,996 shares of Emerson Electric worth $1.29M as of Q2 2026.
  • Sagespring Wealth Partners sold 1,247 Emerson Electric shares in Q2 2026, an estimated $176K.
  • Emerson Electric made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #296 holding.
  • Sagespring Wealth Partners first reported a position in Emerson Electric in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Emerson Electric position peaked at $1.39M in Q4 2025.
  • 2,292 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.