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Alteri Wealth’s Emerson Electric EMR Stock Holding History

Alteri Wealth’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 		$752K Buy
5,255
+664
+14% +$93.5K 0.21% 115
2026
Q1 		$601K Buy
4,591
+383
+9% +$55.1K 0.19% 134
2025
Q4 		$558K Sell
4,208
-41
-1% -$5.44K 0.18% 140
2025
Q3 		$557K Sell
4,249
-815
-16% -$111K 0.19% 131
2025
Q2 		$675K Buy
5,064
+1,003
+25% +$115K 0.26% 97
2025
Q1 		$445K Sell
4,061
-639
-14% -$77K 0.2% 134
2024
Q4 		$582K Buy
+4,700
New +$570K 0.16% 98

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

Alteri Wealth's EMR Position: Q2 2026 in Review

Alteri Wealth increased its Emerson Electric (EMR) stake by 14% in Q2 2026, buying an estimated $93.5K and bringing the position to 5,255 shares worth $752K. The position accounts for 0.21% of the portfolio, ranked #115.

Alteri Wealth first reported a position in EMR in Q4 2024 and has held it in 7 quarters since. 1,079 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Alteri Wealth held 5,255 shares of Emerson Electric worth $752K as of Q2 2026.
  • Alteri Wealth bought 664 Emerson Electric shares in Q2 2026, an estimated $93.5K.
  • Emerson Electric made up 0.21% of Alteri Wealth's portfolio in Q2 2026, its #115 holding.
  • Alteri Wealth first reported a position in Emerson Electric in Q4 2024 and has held it in 7 quarters since.
  • 1,079 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.