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Altus Wealth Group’s Emerson Electric EMR Stock Holding History

Altus Wealth 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 		$242K Buy
1,692
+31
+2% +$4.36K 0.09% 131
2026
Q1 		$218K Buy
+1,661
New +$239K 0.09% 131
2025
Q1 		– Sell
-1,858
Closed -$230K – 140
2024
Q4 		$230K Buy
1,858
+16
+0.9% +$1.94K 0.1% 130
2024
Q3 		$201K Buy
1,842
+18
+1% +$1.94K 0.09% 138
2024
Q2 		$201K Hold
1,824
– – 0.1% 127
2024
Q1 		$207K Sell
1,824
-495
-21% -$50.8K 0.1% 133
2023
Q4 		$226K Hold
2,319
– – 0.13% 124
2023
Q3 		$224K Hold
2,319
– – 0.14% 115
2023
Q2 		$210K Hold
2,319
– – 0.13% 128
2023
Q1 		$202K Buy
2,319
+100
+5% +$8.74K 0.14% 125
2022
Q4 		$213K Buy
+2,219
New +$199K 0.16% 124
2021
Q1 		– Sell
-324
Closed -$26K – 356
2020
Q4 		$26K Buy
+324
New +$24.1K 0.02% 317

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Altus Wealth Group's EMR Position: Q2 2026 in Review

Altus Wealth Group increased its Emerson Electric (EMR) stake by 1.9% in Q2 2026, buying an estimated $4.36K and bringing the position to 1,692 shares worth $242K. The position accounts for 0.09% of the portfolio, ranked #131.

Altus Wealth Group first reported a position in EMR in Q4 2020 and has held it in 12 quarters since. 413 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Altus Wealth Group held 1,692 shares of Emerson Electric worth $242K as of Q2 2026.
  • Altus Wealth Group bought 31 Emerson Electric shares in Q2 2026, an estimated $4.36K.
  • Emerson Electric made up 0.09% of Altus Wealth Group's portfolio in Q2 2026, its #131 holding.
  • Altus Wealth Group first reported a position in Emerson Electric in Q4 2020 and has held it in 12 quarters since.
  • 413 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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