TriaGen Wealth Management’s Emerson Electric EMR Stock Holding History

TriaGen 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 Q2	$248K	Hold	1,731	–	–	0.06%	169
2026 Q1	$227K	Hold	1,731	–	–	0.06%	165
2025 Q4	$230K	Hold	1,731	–	–	0.06%	164
2025 Q3	$227K	Hold	1,731	–	–	0.06%	171
2025 Q2	$231K	Buy	+1,731	New	+$199K	0.07%	160
2025 Q1	–	Sell	-1,731	Closed	-$215K	–	174
2024 Q4	$215K	Buy	+1,731	New	+$210K	0.07%	157
2024 Q3	–	Sell	-1,831	Closed	-$202K	–	175
2024 Q2	$202K	Hold	1,831	–	–	0.08%	156
2024 Q1	$208K	Buy	+1,831	New	+$188K	0.09%	154
2021 Q3	–	Sell	-2,076	Closed	-$209K	–	184
2021 Q2	$209K	Buy	+2,076	New	+$195K	0.11%	177
2021 Q1	–	Sell	-2,576	Closed	-$207K	–	173
2020 Q4	$207K	Buy	+2,576	New	+$192K	0.12%	164

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

TriaGen Wealth Management's EMR Position: Q2 2026 in Review

TriaGen Wealth Management held its Emerson Electric (EMR) position steady in Q2 2026 at 1,731 shares worth $248K. The position accounts for 0.06% of the portfolio, ranked #169.

TriaGen Wealth Management first reported a position in EMR in Q4 2020 and has held it in 10 quarters since. 2,292 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

TriaGen Wealth Management held 1,731 shares of Emerson Electric worth $248K as of Q2 2026.
TriaGen Wealth Management left its Emerson Electric share count unchanged in Q2 2026.
Emerson Electric made up 0.06% of TriaGen Wealth Management's portfolio in Q2 2026, its #169 holding.
TriaGen Wealth Management first reported a position in Emerson Electric in Q4 2020 and has held it in 10 quarters since.
2,292 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on TriaGen Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.