Amplius Wealth Advisors
EMR icon

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
Q3 		– Sell
-1,905
Closed -$273K – 226
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 $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
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
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Amplius Wealth Advisors's EMR Position: Q3 2026 in Review

Amplius Wealth Advisors sold out of Emerson Electric (EMR) in Q3 2026, closing a stake of 1,905 shares — an estimated $273K sold.

Amplius Wealth Advisors first reported a position in EMR in Q4 2021 and held it in 3 quarters. The position peaked at $273K in Q2 2026. 861 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Amplius Wealth Advisors reported no remaining Emerson Electric position as of Q3 2026 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,905 Emerson Electric shares in Q3 2026, an estimated $273K.
  • Amplius Wealth Advisors first reported a position in Emerson Electric in Q4 2021 and held it in 3 quarters.
  • Amplius Wealth Advisors's Emerson Electric position peaked at $273K in Q2 2026.
  • 861 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

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