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Advocate Group’s Emerson Electric EMR Stock Holding History

Advocate Group’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 		$11M Sell
76,623
-1,545
-2% -$217K 1.65% 15
2026
Q1 		$10.2M Sell
78,168
-267
-0.3% -$38.4K 1.6% 16
2025
Q4 		$10.4M Sell
78,435
-870
-1% -$115K 1.68% 16
2025
Q3 		$10.4M Buy
79,305
+68
+0.1% +$9.27K 1.71% 17
2025
Q2 		$10.6M Buy
79,237
+2,770
+4% +$318K 1.89% 12
2025
Q1 		$8.38M Buy
76,467
+2,716
+4% +$327K 1.53% 25
2024
Q4 		$9.14M Buy
73,751
+5,619
+8% +$682K 1.72% 14
2024
Q3 		$7.45M Buy
68,132
+2,140
+3% +$230K 1.35% 32
2024
Q2 		$7.27M Buy
65,992
+640
+1% +$70.8K 1.46% 27
2024
Q1 		$7.41M Buy
65,352
+7,690
+13% +$790K 1.47% 25
2023
Q4 		$5.61M Sell
57,662
-2,705
-4% -$248K 1.2% 34
2023
Q3 		$5.83M Sell
60,367
-5,446
-8% -$519K 1.35% 28
2023
Q2 		$5.95M Sell
65,813
-6,048
-8% -$509K 1.31% 29
2023
Q1 		$6.26M Sell
71,861
-12,767
-15% -$1.12M 1.37% 29
2022
Q4 		$8.13M Sell
84,628
-518
-0.6% -$46.6K 1.75% 17
2022
Q3 		$6.23M Buy
85,146
+4,233
+5% +$352K 1.54% 24
2022
Q2 		$6.44M Buy
+80,913
New +$7.13M 1.5% 22

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Advocate Group's EMR Position: Q2 2026 in Review

Advocate Group reduced its Emerson Electric (EMR) stake by 2% in Q2 2026, selling an estimated $217K and leaving 76,623 shares worth $11M. The position accounts for 1.65% of the portfolio, ranked #15.

Advocate Group first reported a position in EMR in Q2 2022 and has held it in 17 quarters since. 1,079 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Advocate Group held 76,623 shares of Emerson Electric worth $11M as of Q2 2026.
  • Advocate Group sold 1,545 Emerson Electric shares in Q2 2026, an estimated $217K.
  • Emerson Electric made up 1.65% of Advocate Group's portfolio in Q2 2026, its #15 holding.
  • Advocate Group first reported a position in Emerson Electric in Q2 2022 and has held it in 17 quarters since.
  • 1,079 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.