Altus Wealth Group
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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
Q3 		$264K Buy
1,704
+12
+0.7% +$1.81K 0.1% 113
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

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Altus Wealth Group's EMR Position: Q3 2026 in Review

Altus Wealth Group increased its Emerson Electric (EMR) stake by 0.71% in Q3 2026, buying an estimated $1.81K and bringing the position to 1,704 shares worth $264K. The position accounts for 0.1% of the portfolio, ranked #113.

Altus Wealth Group first reported a position in EMR in Q4 2020 and has held it in 13 quarters since. 628 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Altus Wealth Group held 1,704 shares of Emerson Electric worth $264K as of Q3 2026.
  • Altus Wealth Group bought 12 Emerson Electric shares in Q3 2026, an estimated $1.81K.
  • Emerson Electric made up 0.1% of Altus Wealth Group's portfolio in Q3 2026, its #113 holding.
  • Altus Wealth Group first reported a position in Emerson Electric in Q4 2020 and has held it in 13 quarters since.
  • 628 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.