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Alpine Woods Capital Investors’s Emerson Electric EMR Stock Holding History

Alpine Woods Capital Investors’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 		$4.74M Sell
33,080
-4,685
-12% -$659K 1.03% 34
2026
Q1 		$4.95M Buy
37,765
+19,261
+104% +$2.77M 1.19% 26
2025
Q4 		$2.46M Buy
18,504
+1,450
+9% +$192K 0.58% 49
2025
Q3 		$2.24M Buy
17,054
+4
+0% +$545 0.52% 61
2025
Q2 		$2.27M Buy
17,050
+4
+0% +$459 0.54% 62
2025
Q1 		$1.87M Sell
17,046
-5,548
-25% -$669K 0.47% 72
2024
Q4 		$2.8M Sell
22,594
-6
-0% -$728 0.53% 57
2024
Q3 		$2.92M Buy
22,600
+1
+0% +$108 0.51% 61
2024
Q2 		$2.49M Sell
22,599
-4,253
-16% -$470K 0.38% 81
2024
Q1 		$2.89M Buy
26,852
+21
+0.1% +$2.16K 0.57% 57
2023
Q4 		$2.61M Sell
26,831
-1,856
-6% -$170K 0.39% 88
2023
Q3 		$2.77M Sell
28,687
-4,945
-15% -$471K 0.45% 69
2023
Q2 		$3.04M Sell
33,632
-1,505
-4% -$127K 0.48% 71
2023
Q1 		$3.06M Sell
35,137
-7,937
-18% -$694K 0.46% 73
2022
Q4 		$4.14M Sell
43,074
-1,170
-3% -$105K 0.6% 58
2022
Q3 		$3.24M Sell
44,244
-3,332
-7% -$277K 0.44% 82
2022
Q2 		$3.78M Sell
47,576
-750
-2% -$66.1K 0.47% 80
2022
Q1 		$4.74M Sell
48,326
-371
-0.8% -$35.1K 0.5% 76
2021
Q4 		$4.53M Sell
48,697
-327
-0.7% -$30.8K 0.45% 80
2021
Q3 		$4.62M Sell
49,024
-3,608
-7% -$360K 0.49% 74
2021
Q2 		$5.07M Buy
52,632
+3,340
+7% +$314K 0.52% 70
2021
Q1 		$4.45M Sell
49,292
-24
-0% -$2.06K 0.49% 74
2020
Q4 		$3.96M Buy
49,316
+13,764
+39% +$1.02M 0.48% 74
2020
Q3 		$2.33M Buy
35,552
+30,165
+560% +$1.99M 0.35% 96
2020
Q2 		$334K Buy
+5,387
New +$306K 0.06% 208

Other funds holding EMR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Alpine Woods Capital Investors's EMR Position: Q2 2026 in Review

Alpine Woods Capital Investors reduced its Emerson Electric (EMR) stake by 12% in Q2 2026, selling an estimated $659K and leaving 33,080 shares worth $4.74M. The position accounts for 1.03% of the portfolio, ranked #34.

Alpine Woods Capital Investors first reported a position in EMR in Q2 2020 and has held it in 25 quarters since. The position peaked at $5.07M in Q2 2021. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Alpine Woods Capital Investors held 33,080 shares of Emerson Electric worth $4.74M as of Q2 2026.
  • Alpine Woods Capital Investors sold 4,685 Emerson Electric shares in Q2 2026, an estimated $659K.
  • Emerson Electric made up 1.03% of Alpine Woods Capital Investors's portfolio in Q2 2026, its #34 holding.
  • Alpine Woods Capital Investors first reported a position in Emerson Electric in Q2 2020 and has held it in 25 quarters since.
  • Alpine Woods Capital Investors's Emerson Electric position peaked at $5.07M in Q2 2021.
  • 2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Alpine Woods Capital Investors's 13F filing for Q2 2026, filed 7 Aug 2026.