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Balboa Wealth Partners

SEC CIK
0001929008
Latest filing
Aug 10, 2026

EMR holding history

Emerson Electric Co in every 13F filed by Balboa Wealth Partners, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EMR overviewAll 13F holders of EMRFull Q2 2026 holdings

Shares (Q2 2026)
2,324
Value
$332.7K
% of portfolio
<0.1%
Quarters held
14
Since Q4 2022
Holdings of EMR by Balboa Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,324$332.7K<0.1%−81−3.4%ReducedHolders
Q1 20262,405$315.1K0.1%−30−1.2%ReducedHolders
Q4 20252,435$323.1K0.1%−212−8.0%ReducedHolders
Q3 20252,647$347.2K0.1%+12+0.5%AddedHolders
Q2 20252,635$351.3K0.1%+483+22.4%AddedHolders
Q1 20252,152$236.0K0.1%−243−10.1%ReducedHolders
Q4 20242,395$296.9K0.1%−31−1.3%ReducedHolders
Q3 20242,426$265.3K0.1%−648−21.1%ReducedHolders
Q2 20243,074$338.6K0.1%+477+18.4%AddedHolders
Q1 20242,597$294.6K0.1%−29−1.1%ReducedHolders
Q4 20232,626$255.5K0.1%−411−13.5%ReducedHolders
Q3 20233,037$293.3K0.1%−162−5.1%ReducedHolders
Q2 20233,199$289.2K0.1%+3,199NewHolders
Q1 20230$00.0%−2,748−100.0%Sold outHolders
Q4 20222,748$263.9K0.1%+2,748NewHolders