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Amplius Wealth Advisors’s Emerson Electric EMR Stock Holding History

Amplius Wealth Advisors’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 		$273K Buy
+1,905
New +$268K 0.02% 173
2024
Q2 		– Sell
-1,804
Closed -$205K – 175
2024
Q1 		$205K Buy
+1,804
New +$185K 0.02% 171
2022
Q1 		– Sell
-232
Closed -$21K – 387
2021
Q4 		$21K Buy
+232
New +$21.8K ﹤0.01% 459

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
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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Amplius Wealth Advisors's EMR Position: Q2 2026 in Review

Amplius Wealth Advisors opened a new position in Emerson Electric (EMR) in Q2 2026: 1,905 shares worth $273K. The stake represents 0.02% of the portfolio and ranks #173 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in EMR as recently as Q1 2024.

Amplius Wealth Advisors first reported a position in EMR in Q4 2021 and has held it in 3 quarters since. 746 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Amplius Wealth Advisors held 1,905 shares of Emerson Electric worth $273K as of Q2 2026.
  • Emerson Electric was a new Amplius Wealth Advisors position in Q2 2026.
  • Emerson Electric made up 0.02% of Amplius Wealth Advisors's portfolio in Q2 2026, its #173 holding.
  • Amplius Wealth Advisors first reported a position in Emerson Electric in Q4 2021 and has held it in 3 quarters since.
  • 746 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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