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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
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

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

Triad Wealth Partners's EMR Position: Q2 2026 in Review

Triad Wealth Partners reduced its Emerson Electric (EMR) stake by 4% in Q2 2026, selling an estimated $10.8K and leaving 1,870 shares worth $290K. The position accounts for 0.02% of the portfolio, ranked #456.

Triad Wealth Partners first reported a position in EMR in Q2 2024 and has held it in 3 quarters since. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Triad Wealth Partners held 1,870 shares of Emerson Electric worth $290K as of Q2 2026.
  • Triad Wealth Partners sold 77 Emerson Electric shares in Q2 2026, an estimated $10.8K.
  • Emerson Electric made up 0.02% of Triad Wealth Partners's portfolio in Q2 2026, its #456 holding.
  • Triad Wealth Partners first reported a position in Emerson Electric in Q2 2024 and has held it in 3 quarters since.
  • 2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.