WAP
EMR icon

Wealthcare Advisory Partners’s Emerson Electric EMR Stock Holding History

Wealthcare Advisory 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 		$2.74M Sell
19,113
-3,140
-14% -$442K 0.05% 288
2026
Q1 		$2.92M Buy
22,253
+202
+0.9% +$29K 0.06% 281
2025
Q4 		$2.93M Buy
22,051
+284
+1% +$37.7K 0.06% 279
2025
Q3 		$2.86M Buy
21,767
+634
+3% +$86.4K 0.06% 265
2025
Q2 		$2.82M Buy
21,133
+869
+4% +$99.7K 0.06% 254
2025
Q1 		$2.22M Sell
20,264
-193
-0.9% -$23.3K 0.06% 264
2024
Q4 		$2.54M Buy
20,457
+674
+3% +$81.7K 0.07% 229
2024
Q3 		$2.16M Sell
19,783
-2
-0% -$215 0.06% 252
2024
Q2 		$2.18M Buy
19,785
+782
+4% +$86.5K 0.07% 224
2024
Q1 		$2.16M Buy
19,003
+886
+5% +$91K 0.07% 218
2023
Q4 		$1.76M Sell
18,117
-770
-4% -$70.5K 0.07% 219
2023
Q3 		$1.82M Sell
18,887
-465
-2% -$44.3K 0.08% 183
2023
Q2 		$1.75M Buy
19,352
+70
+0.4% +$5.89K 0.08% 200
2023
Q1 		$1.68M Buy
19,282
+108
+0.6% +$9.44K 0.07% 203
2022
Q4 		$1.84M Buy
19,174
+762
+4% +$68.5K 0.09% 172
2022
Q3 		$1.35M Buy
18,412
+631
+4% +$52.4K 0.08% 192
2022
Q2 		$1.41M Buy
17,781
+1,543
+10% +$136K 0.09% 158
2022
Q1 		$1.59M Buy
16,238
+744
+5% +$70.4K 0.1% 125
2021
Q4 		$1.44M Buy
15,494
+827
+6% +$77.9K 0.09% 139
2021
Q3 		$1.38M Buy
14,667
+223
+2% +$22.3K 0.09% 143
2021
Q2 		$1.39M Buy
14,444
+15
+0.1% +$1.41K 0.09% 147
2021
Q1 		$1.3M Buy
14,429
+132
+0.9% +$11.4K 0.09% 138
2020
Q4 		$1.15M Buy
14,297
+137
+1% +$10.2K 0.1% 129
2020
Q3 		$928K Sell
14,160
-137
-1% -$9.02K 0.1% 131
2020
Q2 		$887K Sell
14,297
-138
-1% -$7.84K 0.11% 115
2020
Q1 		$688K Buy
14,435
+9
+0.1% +$593 0.1% 120
2019
Q4 		$1.1M Sell
14,426
-85
-0.6% -$6.13K 0.14% 93
2019
Q3 		$970K Buy
14,511
+7
+0% +$440 0.14% 89
2019
Q2 		$968K Sell
14,504
-1,462
-9% -$97.9K 0.15% 81
2019
Q1 		$1.09M Sell
15,966
-80
-0.5% -$5.26K 0.19% 69
2018
Q4 		$959K Sell
16,046
-143
-0.9% -$9.64K 0.19% 72
2018
Q3 		$1.24M Sell
16,189
-58
-0.4% -$4.28K 0.23% 60
2018
Q2 		$1.12M Buy
16,247
+6
+0% +$422 0.22% 63
2018
Q1 		$1.11M Sell
16,241
-89
-0.5% -$6.34K 0.25% 54
2017
Q4 		$1.14M Buy
16,330
+2,322
+17% +$150K 0.29% 48
2017
Q3 		$880K Buy
+14,008
New +$845K 0.26% 51

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealthcare Advisory Partners's EMR Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Emerson Electric (EMR) stake by 14% in Q2 2026, selling an estimated $442K and leaving 19,113 shares worth $2.74M. The position accounts for 0.05% of the portfolio, ranked #288.

Wealthcare Advisory Partners first reported a position in EMR in Q3 2017 and has held it in 36 quarters since. The position peaked at $2.93M in Q4 2025. 601 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Wealthcare Advisory Partners held 19,113 shares of Emerson Electric worth $2.74M as of Q2 2026.
  • Wealthcare Advisory Partners sold 3,140 Emerson Electric shares in Q2 2026, an estimated $442K.
  • Emerson Electric made up 0.05% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #288 holding.
  • Wealthcare Advisory Partners first reported a position in Emerson Electric in Q3 2017 and has held it in 36 quarters since.
  • Wealthcare Advisory Partners's Emerson Electric position peaked at $2.93M in Q4 2025.
  • 601 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.