WealthPLAN Partners’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $976K | Sell |
6,816
-12,191
| -64% | -$1.72M | 0.19% | 106 |
|
|
2026
Q1 | $2.49M | Sell |
19,007
-7,280
| -28% | -$1.05M | 0.48% | 51 |
|
|
2025
Q4 | $3.49M | Sell |
26,287
-3,877
| -13% | -$514K | 0.52% | 47 |
|
|
2025
Q3 | $3.96M | Sell |
30,164
-1,055
| -3% | -$144K | 0.59% | 40 |
|
|
2025
Q2 | $4.16M | Sell |
31,219
-2,993
| -9% | -$343K | 0.67% | 36 |
|
|
2025
Q1 | $3.75M | Buy |
34,212
+296
| +0.9% | +$35.7K | 0.53% | 63 |
|
|
2024
Q4 | $4.2M | Buy |
33,916
+824
| +2% | +$99.9K | 0.6% | 53 |
|
|
2024
Q3 | $3.62M | Buy |
33,092
+5,207
| +19% | +$560K | 0.49% | 68 |
|
|
2024
Q2 | $3.07M | Buy |
+27,885
| New | +$3.08M | 0.33% | 85 |
|
|
2023
Q4 | – | Sell |
-3,589
| Closed | -$347K | – | 327 |
|
|
2023
Q3 | $347K | Hold |
3,589
| – | – | 0.04% | 251 |
|
|
2023
Q2 | $324K | Buy |
3,589
+271
| +8% | +$22.8K | 0.05% | 239 |
|
|
2023
Q1 | $289K | Buy |
3,318
+20
| +0.6% | +$1.75K | 0.03% | 256 |
|
|
2022
Q4 | $284K | Buy |
+3,298
| New | +$296K | 0.02% | 324 |
|
|
2022
Q1 | $306K | Buy |
3,396
+19
| +0.6% | +$1.8K | 0.02% | 315 |
|
|
2021
Q4 | $311K | Sell |
3,377
-697
| -17% | -$65.6K | 0.02% | 312 |
|
|
2021
Q3 | $376K | Sell |
4,074
-21
| -0.5% | -$2.1K | 0.03% | 288 |
|
|
2021
Q2 | $427K | Sell |
4,095
-135
| -3% | -$12.7K | 0.03% | 250 |
|
|
2021
Q1 | $385K | Buy |
+4,230
| New | +$364K | 0.03% | 250 |
|
|
2020
Q1 | – | Sell |
-78,977
| Closed | -$5.95M | – | 264 |
|
|
2019
Q4 | $5.95M | Sell |
78,977
-30,806
| -28% | -$2.22M | 0.7% | 46 |
|
|
2019
Q3 | $8.08M | Buy |
109,783
+9,967
| +10% | +$626K | 1.1% | 17 |
|
|
2019
Q2 | $5.91M | Buy |
99,816
+6,571
| +7% | +$440K | 0.89% | 33 |
|
|
2019
Q1 | $6.11M | Buy |
93,245
+5,262
| +6% | +$346K | 0.95% | 26 |
|
|
2018
Q4 | $6.01M | Buy |
87,983
+17,184
| +24% | +$1.16M | 0.97% | 25 |
|
|
2018
Q3 | $4.75M | Buy |
70,799
+4,612
| +7% | +$340K | 0.87% | 30 |
|
|
2018
Q2 | $4.58M | Buy |
66,187
+11,792
| +22% | +$829K | 0.94% | 28 |
|
|
2018
Q1 | $3.71M | Buy |
54,395
+10,627
| +24% | +$757K | 0.82% | 29 |
|
|
2017
Q4 | $3.05M | Buy |
43,768
+1,480
| +3% | +$95.9K | 0.82% | 32 |
|
|
2017
Q3 | $2.66M | Buy |
42,288
+1,530
| +4% | +$92.3K | 0.75% | 35 |
|
|
2017
Q2 | $2.43M | Buy |
40,758
+39,453
| +3,023% | +$2.34M | 0.7% | 39 |
|
|
2017
Q1 | $77.7K | Buy |
+1,305
| New | +$77.9K | 0.27% | 71 |
|
|
2016
Q3 | $1.84M | Sell |
34,562
-20,125
| -37% | -$1.08M | 0.6% | 34 |
|
|
2016
Q2 | $1.4M | Buy |
+54,687
| New | +$2.9M | 0.18% | 93 |
|
|
2015
Q4 | $487K | Buy |
+29,707
| New | +$1.41M | 0.08% | 159 |
|
|
2015
Q2 | $2K | Sell |
44
-36
| -45% | -$2.12K | ﹤0.01% | 380 |
|
|
2015
Q1 | $4K | Buy |
+80
| New | +$4.65K | ﹤0.01% | 435 |
|
Other funds holding EMR
WealthPLAN Partners's EMR Position: Q2 2026 in Review
WealthPLAN Partners reduced its Emerson Electric (EMR) stake by 64% in Q2 2026, selling an estimated $1.72M and leaving 6,816 shares worth $976K. The position accounts for 0.19% of the portfolio, ranked #106.
WealthPLAN Partners first reported a position in EMR in Q1 2015 and has held it in 35 quarters since. The position peaked at $8.08M in Q3 2019. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.
- WealthPLAN Partners held 6,816 shares of Emerson Electric worth $976K as of Q2 2026.
- WealthPLAN Partners sold 12,191 Emerson Electric shares in Q2 2026, an estimated $1.72M.
- Emerson Electric made up 0.19% of WealthPLAN Partners's portfolio in Q2 2026, its #106 holding.
- WealthPLAN Partners first reported a position in Emerson Electric in Q1 2015 and has held it in 35 quarters since.
- WealthPLAN Partners's Emerson Electric position peaked at $8.08M in Q3 2019.
- 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.
Based on WealthPLAN Partners's 13F filing for Q2 2026, filed 28 Jul 2026.