Triad Wealth Partners’s Emerson Electric EMR Stock Holding History

Triad Wealth Partners’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	$255K	Buy	+1,947	New	+$280K	0.02%	428
2024 Q3	–	Sell	-551	Closed	-$60.7K	–	302
2024 Q2	$60.7K	Buy	+551	New	+$60.9K	0.03%	200

Other funds holding EMR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Triad Wealth Partners's EMR Position: Q1 2026 in Review

Triad Wealth Partners opened a new position in Emerson Electric (EMR) in Q1 2026: 1,947 shares worth $255K. The stake represents 0.02% of the portfolio and ranks #428 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in EMR as recently as Q2 2024.

Triad Wealth Partners first reported a position in EMR in Q2 2024 and has held it in 2 quarters since. 2,193 funds tracked by Wall St. Rank hold EMR as of Q1 2026.

Triad Wealth Partners held 1,947 shares of Emerson Electric worth $255K as of Q1 2026.
Emerson Electric was a new Triad Wealth Partners position in Q1 2026.
Emerson Electric made up 0.02% of Triad Wealth Partners's portfolio in Q1 2026, its #428 holding.
Triad Wealth Partners first reported a position in Emerson Electric in Q2 2024 and has held it in 2 quarters since.
2,193 funds tracked by Wall St. Rank held Emerson Electric as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.