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Wellspring Financial Advisors’s Emerson Electric EMR Stock Holding History

Wellspring Financial Advisors’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 		$249K Sell
1,736
-44
-2% -$6.19K 0.02% 240
2026
Q1 		$233K Sell
1,780
-253
-12% -$36.4K 0.02% 247
2025
Q4 		$270K Buy
2,033
+8
+0.4% +$1.06K 0.02% 219
2025
Q3 		$266K Buy
+2,025
New +$276K 0.02% 130

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Wellspring Financial Advisors's EMR Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Emerson Electric (EMR) stake by 2.5% in Q2 2026, selling an estimated $6.19K and leaving 1,736 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #240.

Wellspring Financial Advisors first reported a position in EMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $270K in Q4 2025. 749 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Wellspring Financial Advisors held 1,736 shares of Emerson Electric worth $249K as of Q2 2026.
  • Wellspring Financial Advisors sold 44 Emerson Electric shares in Q2 2026, an estimated $6.19K.
  • Emerson Electric made up 0.02% of Wellspring Financial Advisors's portfolio in Q2 2026, its #240 holding.
  • Wellspring Financial Advisors first reported a position in Emerson Electric in Q3 2025 and has held it in 4 quarters since.
  • Wellspring Financial Advisors's Emerson Electric position peaked at $270K in Q4 2025.
  • 749 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.