Annex Advisory Services’s Emerson Electric EMR Stock Holding History

Annex Advisory Services’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	$218K	Sell	1,520 -281	-16%	-$39.6K	﹤0.01%	338
2026 Q1	$236K	Buy	1,801 +30	+2%	+$4.31K	﹤0.01%	337
2025 Q4	$235K	Buy	1,771 +104	+6%	+$13.8K	﹤0.01%	326
2025 Q3	$219K	Sell	1,667 -5	-0.3%	-$682	﹤0.01%	294
2025 Q2	$223K	Buy	+1,672	New	+$192K	0.01%	291
2025 Q1	–	Sell	-1,802	Closed	-$223K	–	319
2024 Q4	$223K	Buy	+1,802	New	+$219K	0.01%	282
2024 Q3	–	Sell	-1,885	Closed	-$208K	–	294
2024 Q2	$208K	Buy	1,885 +72	+4%	+$7.96K	0.01%	266
2024 Q1	$206K	Buy	+1,813	New	+$186K	0.01%	270

Other funds holding EMR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Annex Advisory Services's EMR Position: Q2 2026 in Review

Annex Advisory Services reduced its Emerson Electric (EMR) stake by 16% in Q2 2026, selling an estimated $39.6K and leaving 1,520 shares worth $218K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Annex Advisory Services first reported a position in EMR in Q1 2024 and has held it in 8 quarters since. The position peaked at $236K in Q1 2026. 413 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Annex Advisory Services held 1,520 shares of Emerson Electric worth $218K as of Q2 2026.
Annex Advisory Services sold 281 Emerson Electric shares in Q2 2026, an estimated $39.6K.
Emerson Electric made up ﹤0.01% of Annex Advisory Services's portfolio in Q2 2026, its #338 holding.
Annex Advisory Services first reported a position in Emerson Electric in Q1 2024 and has held it in 8 quarters since.
Annex Advisory Services's Emerson Electric position peaked at $236K in Q1 2026.
413 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.