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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T 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 $1.37T 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

SHP Wealth Management's EMR Position: Q1 2026 in Review

SHP Wealth Management reduced its Emerson Electric (EMR) stake by 12% in Q1 2026, selling an estimated $62K and leaving 3,238 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #169.

SHP Wealth Management first reported a position in EMR in Q4 2025 and has held it in 2 quarters since. The position peaked at $487K in Q4 2025. 2,202 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • SHP Wealth Management held 3,238 shares of Emerson Electric worth $424K as of Q1 2026.
  • SHP Wealth Management sold 431 Emerson Electric shares in Q1 2026, an estimated $62K.
  • Emerson Electric made up 0.03% of SHP Wealth Management's portfolio in Q1 2026, its #169 holding.
  • SHP Wealth Management first reported a position in Emerson Electric in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Emerson Electric position peaked at $487K in Q4 2025.
  • 2,202 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.