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Spartan Wealth Advisory Services LLC’s Emerson Electric EMR Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$2.33M Sell
16,272
-244
-1% -$34.3K 0.19% 104
2026
Q1 		$2.16M Buy
+16,516
New +$2.37M 0.19% 106

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's EMR Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Emerson Electric (EMR) stake by 1.5% in Q2 2026, selling an estimated $34.3K and leaving 16,272 shares worth $2.33M. The position accounts for 0.19% of the portfolio, ranked #104.

Spartan Wealth Advisory Services LLC first reported a position in EMR in Q1 2026 and has held it in 2 quarters since. 2,195 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 16,272 shares of Emerson Electric worth $2.33M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 244 Emerson Electric shares in Q2 2026, an estimated $34.3K.
  • Emerson Electric made up 0.19% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #104 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Emerson Electric in Q1 2026 and has held it in 2 quarters since.
  • 2,195 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.