SWM
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

SpringVest Wealth Management sold out of Emerson Electric (EMR) in Q1 2026, closing a stake of 1,602 shares — an estimated $213K sold.

SpringVest Wealth Management first reported a position in EMR in Q2 2025 and held it in 3 quarters. The position peaked at $213K in Q2 2025. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

  • SpringVest Wealth Management reported no remaining Emerson Electric position as of Q1 2026 after selling out during the quarter.
  • SpringVest Wealth Management sold 1,602 Emerson Electric shares in Q1 2026, an estimated $213K.
  • SpringVest Wealth Management first reported a position in Emerson Electric in Q2 2025 and held it in 3 quarters.
  • SpringVest Wealth Management's Emerson Electric position peaked at $213K in Q2 2025.
  • 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on SpringVest Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.