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Spire Wealth Management’s Emerson Electric EMR Stock Holding History

Spire 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 		$597K Hold
4,170
– – 0.02% 511
2026
Q1 		$546K Sell
4,170
-119
-3% -$17.1K 0.02% 521
2025
Q4 		$569K Buy
4,289
+670
+19% +$88.9K 0.02% 513
2025
Q3 		$475K Sell
3,619
-323
-8% -$44K 0.02% 543
2025
Q2 		$526K Sell
3,942
-3,005
-43% -$345K 0.02% 494
2025
Q1 		$762K Buy
6,947
+114
+2% +$13.7K 0.02% 464
2024
Q4 		$847K Sell
6,833
-825
-11% -$100K 0.03% 430
2024
Q3 		$838K Sell
7,658
-193
-2% -$20.8K 0.03% 410
2024
Q2 		$865K Sell
7,851
-1,054
-12% -$117K 0.03% 373
2024
Q1 		$1.01M Buy
8,905
+740
+9% +$76K 0.02% 375
2023
Q4 		$775K Buy
8,165
+400
+5% +$36.6K 0.03% 419
2023
Q3 		$750K Buy
7,765
+703
+10% +$67K 0.03% 394
2023
Q2 		$638K Sell
7,062
-822
-10% -$69.2K 0.02% 435
2023
Q1 		$687K Buy
7,884
+954
+14% +$83.4K 0.03% 413
2022
Q4 		$666K Buy
6,930
+148
+2% +$13.3K 0.04% 300
2022
Q3 		$497K Sell
6,782
-958
-12% -$79.6K 0.03% 328
2022
Q2 		$616K Sell
7,740
-559
-7% -$49.3K 0.03% 422
2022
Q1 		$814K Sell
8,299
-2,063
-20% -$195K 0.02% 437
2021
Q4 		$963K Buy
10,362
+725
+8% +$68.3K 0.02% 479
2021
Q3 		$908K Buy
9,637
+869
+10% +$86.7K 0.02% 433
2021
Q2 		$844K Sell
8,768
-1,519
-15% -$143K 0.02% 472
2021
Q1 		$930K Buy
+10,287
New +$885K 0.02% 467

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

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

Spire Wealth Management held its Emerson Electric (EMR) position steady in Q2 2026 at 4,170 shares worth $597K. The position accounts for 0.02% of the portfolio, ranked #511.

Spire Wealth Management first reported a position in EMR in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.01M in Q1 2024. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Spire Wealth Management held 4,170 shares of Emerson Electric worth $597K as of Q2 2026.
  • Spire Wealth Management left its Emerson Electric share count unchanged in Q2 2026.
  • Emerson Electric made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #511 holding.
  • Spire Wealth Management first reported a position in Emerson Electric in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Emerson Electric position peaked at $1.01M in Q1 2024.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.