Triad Wealth Partners
EMR icon

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
Q3 		$294K Buy
1,893
+23
+1% +$3.46K 0.02% 438
2026
Q2 		$290K Sell
1,870
-77
-4% -$10.8K 0.02% 456
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

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Triad Wealth Partners's EMR Position: Q3 2026 in Review

Triad Wealth Partners increased its Emerson Electric (EMR) stake by 1.2% in Q3 2026, buying an estimated $3.46K and bringing the position to 1,893 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #438.

Triad Wealth Partners first reported a position in EMR in Q2 2024 and has held it in 4 quarters since. 978 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Triad Wealth Partners held 1,893 shares of Emerson Electric worth $294K as of Q3 2026.
  • Triad Wealth Partners bought 23 Emerson Electric shares in Q3 2026, an estimated $3.46K.
  • Emerson Electric made up 0.02% of Triad Wealth Partners's portfolio in Q3 2026, its #438 holding.
  • Triad Wealth Partners first reported a position in Emerson Electric in Q2 2024 and has held it in 4 quarters since.
  • 978 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.