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SpringVest Wealth Management’s Emerson Electric EMR Stock Holding History

SpringVest 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 		$215K Buy
+1,504
New +$212K 0.14% 73
2026
Q1 		– Sell
-1,602
Closed -$213K – 70
2025
Q4 		$213K Buy
1,602
+2
+0.1% +$265 0.15% 69
2025
Q3 		$210K Hold
1,600
– – 0.15% 63
2025
Q2 		$213K Buy
+1,600
New +$184K 0.17% 60

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

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

SpringVest Wealth Management opened a new position in Emerson Electric (EMR) in Q2 2026: 1,504 shares worth $215K. The stake represents 0.14% of the portfolio and ranks #73 among its holdings. This is a return to the name: SpringVest Wealth Management previously reported a position in EMR as recently as Q4 2025.

SpringVest Wealth Management first reported a position in EMR in Q2 2025 and has held it in 4 quarters since. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • SpringVest Wealth Management held 1,504 shares of Emerson Electric worth $215K as of Q2 2026.
  • Emerson Electric was a new SpringVest Wealth Management position in Q2 2026.
  • Emerson Electric made up 0.14% of SpringVest Wealth Management's portfolio in Q2 2026, its #73 holding.
  • SpringVest Wealth Management first reported a position in Emerson Electric in Q2 2025 and has held it in 4 quarters since.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on SpringVest Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.