Strategic Wealth Partners’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $12.5M | Buy |
95,272
+5,987
| +7% | +$861K | 0.87% | 33 |
|
|
2025
Q4 | $11.8M | Buy |
89,285
+9,946
| +13% | +$1.32M | 0.81% | 40 |
|
|
2025
Q3 | $10.4M | Buy |
79,339
+2,160
| +3% | +$294K | 0.78% | 40 |
|
|
2025
Q2 | $10.3M | Buy |
+77,179
| New | +$8.85M | 0.81% | 35 |
|
|
2024
Q4 | $9.52M | Buy |
75,992
+18,725
| +33% | +$2.27M | 0.79% | 42 |
|
|
2024
Q3 | $6.26M | Buy |
57,267
+1,254
| +2% | +$135K | 0.6% | 56 |
|
|
2024
Q2 | $6.17M | Sell |
56,013
-180
| -0.3% | -$19.9K | 0.64% | 55 |
|
|
2024
Q1 | $6.37M | Buy |
56,193
+2,976
| +6% | +$306K | 0.7% | 47 |
|
|
2023
Q4 | $5.18M | Buy |
53,217
+13,232
| +33% | +$1.21M | 0.64% | 50 |
|
|
2023
Q3 | $3.86M | Buy |
39,985
+2,321
| +6% | +$221K | 0.51% | 54 |
|
|
2023
Q2 | $3.4M | Buy |
37,664
+9,579
| +34% | +$806K | 0.44% | 66 |
|
|
2023
Q1 | $2.45M | Buy |
28,085
+3,213
| +13% | +$281K | 0.38% | 77 |
|
|
2022
Q4 | $2.39M | Buy |
24,872
+21,406
| +618% | +$1.92M | 0.44% | 74 |
|
|
2022
Q3 | $254K | Buy |
3,466
+402
| +13% | +$33.4K | 0.05% | 237 |
|
|
2022
Q2 | $244K | Buy |
3,064
+146
| +5% | +$12.9K | 0.05% | 217 |
|
|
2022
Q1 | $286K | Buy |
2,918
+200
| +7% | +$18.9K | 0.06% | 214 |
|
|
2021
Q4 | $253K | Hold |
2,718
| – | – | 0.05% | 248 |
|
|
2021
Q3 | $256K | Buy |
2,718
+504
| +23% | +$50.3K | 0.08% | 211 |
|
|
2021
Q2 | $213K | Hold |
2,214
| – | – | 0.07% | 214 |
|
|
2021
Q1 | $200K | Buy |
+2,214
| New | +$190K | 0.08% | 185 |
|
|
2020
Q2 | – | Sell |
-6,371
| Closed | -$486K | – | 141 |
|
|
2020
Q1 | $486K | Hold |
6,371
| – | – | 0.25% | 94 |
|
|
2019
Q4 | $486K | Sell |
6,371
-3,228
| -34% | -$233K | 0.25% | 94 |
|
|
2019
Q3 | $198K | Sell |
9,599
-760
| -7% | -$47.8K | 1.02% | 28 |
|
|
2019
Q2 | $691K | Buy |
10,359
+1,628
| +19% | +$109K | 0.33% | 79 |
|
|
2019
Q1 | $609K | Buy |
8,731
+2,232
| +34% | +$147K | 0.28% | 91 |
|
|
2018
Q4 | $425K | Buy |
6,499
+20
| +0.3% | +$1.35K | 0.21% | 101 |
|
|
2018
Q3 | $496K | Sell |
6,479
-53
| -0.8% | -$3.91K | 0.26% | 93 |
|
|
2018
Q2 | $452K | Sell |
6,532
-6,589
| -50% | -$463K | 0.26% | 96 |
|
|
2018
Q1 | $896K | Sell |
13,121
-12,296
| -48% | -$876K | 0.46% | 76 |
|
|
2017
Q4 | $1.56M | Buy |
+25,417
| New | +$1.65M | 0.87% | 29 |
|
Other funds holding EMR
VCM
VPM
Strategic Wealth Partners's EMR Position: Q1 2026 in Review
Strategic Wealth Partners increased its Emerson Electric (EMR) stake by 6.7% in Q1 2026, buying an estimated $861K and bringing the position to 95,272 shares worth $12.5M. The position accounts for 0.87% of the portfolio, ranked #33.
Strategic Wealth Partners first reported a position in EMR in Q4 2017 and has held it in 30 quarters since. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.
- Strategic Wealth Partners held 95,272 shares of Emerson Electric worth $12.5M as of Q1 2026.
- Strategic Wealth Partners bought 5,987 Emerson Electric shares in Q1 2026, an estimated $861K.
- Emerson Electric made up 0.87% of Strategic Wealth Partners's portfolio in Q1 2026, its #33 holding.
- Strategic Wealth Partners first reported a position in Emerson Electric in Q4 2017 and has held it in 30 quarters since.
- 2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.
Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.