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Sendero Wealth Management’s Emerson Electric EMR Stock Holding History

Sendero Wealth Management’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 		$530K Buy
3,701
+15
+0.4% +$2.11K 0.05% 159
2026
Q1 		$483K Sell
3,686
-17
-0.5% -$2.44K 0.05% 159
2025
Q4 		$491K Buy
3,703
+24
+0.7% +$3.18K 0.05% 160
2025
Q3 		$483K Buy
3,679
+904
+33% +$123K 0.06% 149
2025
Q2 		$370K Buy
2,775
+360
+15% +$41.3K 0.05% 163
2025
Q1 		$265K Buy
+2,415
New +$291K 0.04% 164
2022
Q1 		– Sell
-2,330
Closed -$217K – 83
2021
Q4 		$217K Buy
+2,330
New +$219K 0.1% 80

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

Sendero Wealth Management's EMR Position: Q2 2026 in Review

Sendero Wealth Management increased its Emerson Electric (EMR) stake by 0.41% in Q2 2026, buying an estimated $2.11K and bringing the position to 3,701 shares worth $530K. The position accounts for 0.05% of the portfolio, ranked #159.

Sendero Wealth Management first reported a position in EMR in Q4 2021 and has held it in 7 quarters since. 2,294 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Sendero Wealth Management held 3,701 shares of Emerson Electric worth $530K as of Q2 2026.
  • Sendero Wealth Management bought 15 Emerson Electric shares in Q2 2026, an estimated $2.11K.
  • Emerson Electric made up 0.05% of Sendero Wealth Management's portfolio in Q2 2026, its #159 holding.
  • Sendero Wealth Management first reported a position in Emerson Electric in Q4 2021 and has held it in 7 quarters since.
  • 2,294 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.