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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
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 $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

Sagespring Wealth Partners's EMR Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Emerson Electric (EMR) stake by 1.9% in Q1 2026, selling an estimated $28.9K and leaving 10,243 shares worth $1.34M. The position accounts for 0.02% of the portfolio, ranked #262.

Sagespring Wealth Partners first reported a position in EMR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.39M in Q4 2025. 2,196 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • Sagespring Wealth Partners held 10,243 shares of Emerson Electric worth $1.34M as of Q1 2026.
  • Sagespring Wealth Partners sold 201 Emerson Electric shares in Q1 2026, an estimated $28.9K.
  • Emerson Electric made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #262 holding.
  • Sagespring Wealth Partners first reported a position in Emerson Electric in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Emerson Electric position peaked at $1.39M in Q4 2025.
  • 2,196 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.