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 Q3	$254K	Buy	1,637 +117	+8%	+$17.6K	﹤0.01%	344
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

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Annex Advisory Services's EMR Position: Q3 2026 in Review

Annex Advisory Services increased its Emerson Electric (EMR) stake by 7.7% in Q3 2026, buying an estimated $17.6K and bringing the position to 1,637 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Annex Advisory Services first reported a position in EMR in Q1 2024 and has held it in 9 quarters since. 591 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

Annex Advisory Services held 1,637 shares of Emerson Electric worth $254K as of Q3 2026.
Annex Advisory Services bought 117 Emerson Electric shares in Q3 2026, an estimated $17.6K.
Emerson Electric made up ﹤0.01% of Annex Advisory Services's portfolio in Q3 2026, its #344 holding.
Annex Advisory Services first reported a position in Emerson Electric in Q1 2024 and has held it in 9 quarters since.
591 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.