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SIMA Wealth Partners’s Emerson Electric EMR Stock Holding History

SIMA 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 		$118K Hold
827
– – 0.08% 63
2026
Q1 		$108K Sell
827
-72
-8% -$10.4K 0.08% 64
2025
Q4 		$119K Sell
899
-25
-3% -$3.32K 0.09% 58
2025
Q3 		$121K Buy
924
+25
+3% +$3.41K 0.09% 60
2025
Q2 		$120K Hold
899
– – 0.1% 58
2025
Q1 		$98.6K Hold
899
– – 0.08% 65
2024
Q4 		$111K Hold
899
– – 0.09% 63
2024
Q3 		$98.3K Sell
899
-68
-7% -$7.32K 0.09% 64
2024
Q2 		$107K Buy
+967
New +$107K 0.1% 63

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

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

SIMA Wealth Partners held its Emerson Electric (EMR) position steady in Q2 2026 at 827 shares worth $118K. The position accounts for 0.08% of the portfolio, ranked #63.

SIMA Wealth Partners first reported a position in EMR in Q2 2024 and has held it in 9 quarters since. The position peaked at $121K in Q3 2025. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • SIMA Wealth Partners held 827 shares of Emerson Electric worth $118K as of Q2 2026.
  • SIMA Wealth Partners left its Emerson Electric share count unchanged in Q2 2026.
  • Emerson Electric made up 0.08% of SIMA Wealth Partners's portfolio in Q2 2026, its #63 holding.
  • SIMA Wealth Partners first reported a position in Emerson Electric in Q2 2024 and has held it in 9 quarters since.
  • SIMA Wealth Partners's Emerson Electric position peaked at $121K in Q3 2025.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on SIMA Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.