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SHP Wealth Management’s Emerson Electric EMR Stock Holding History

SHP 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 		$452K Sell
3,156
-82
-3% -$11.5K 0.03% 191
2026
Q1 		$424K Sell
3,238
-431
-12% -$62K 0.03% 169
2025
Q4 		$487K Buy
+3,669
New +$487K 0.04% 156

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management reduced its Emerson Electric (EMR) stake by 2.5% in Q2 2026, selling an estimated $11.5K and leaving 3,156 shares worth $452K. The position accounts for 0.03% of the portfolio, ranked #191.

SHP Wealth Management first reported a position in EMR in Q4 2025 and has held it in 3 quarters since. The position peaked at $487K in Q4 2025. 2,296 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • SHP Wealth Management held 3,156 shares of Emerson Electric worth $452K as of Q2 2026.
  • SHP Wealth Management sold 82 Emerson Electric shares in Q2 2026, an estimated $11.5K.
  • Emerson Electric made up 0.03% of SHP Wealth Management's portfolio in Q2 2026, its #191 holding.
  • SHP Wealth Management first reported a position in Emerson Electric in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Emerson Electric position peaked at $487K in Q4 2025.
  • 2,296 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.