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Apella Capital’s Emerson Electric EMR Stock Holding History

Apella Capital’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 		$2.26M Sell
16,398
-34
-0.2% -$4.79K 0.03% 246
2026
Q1 		$2.4M Buy
16,432
+3,092
+23% +$445K 0.04% 238
2025
Q4 		$1.77M Buy
13,340
+2,638
+25% +$350K 0.04% 209
2025
Q3 		$1.38M Buy
10,702
+730
+7% +$99.5K 0.03% 215
2025
Q2 		$1.38M Buy
9,972
+4,818
+93% +$553K 0.04% 185
2025
Q1 		$538K Buy
5,154
+461
+10% +$55.6K 0.02% 248
2024
Q4 		$582K Sell
4,693
-61
-1% -$7.4K 0.02% 214
2024
Q3 		$525K Buy
4,754
+585
+14% +$62.9K 0.02% 212
2024
Q2 		$457K Buy
4,169
+1,578
+61% +$174K 0.02% 216
2024
Q1 		$296K Sell
2,591
-121
-4% -$12.4K 0.01% 245
2023
Q4 		$258K Sell
2,712
-55
-2% -$5.04K 0.01% 254
2023
Q3 		$267K Sell
2,767
-169
-6% -$16.1K 0.02% 231
2023
Q2 		$265K Buy
+2,936
New +$247K 0.02% 227
2022
Q4 		$260K Buy
+2,706
New +$243K 0.02% 205
2022
Q2 		– Sell
-2,195
Closed -$215K – 223
2022
Q1 		$215K Buy
+2,195
New +$208K 0.03% 193
2021
Q3 		– Sell
-2,119
Closed -$204K – 205
2021
Q2 		$204K Buy
+2,119
New +$199K 0.03% 203
2020
Q4 		– Sell
-3,280
Closed -$215K – 126
2020
Q3 		$215K Sell
3,280
-57
-2% -$3.75K 0.09% 115
2020
Q2 		$207K Buy
+3,337
New +$190K 0.1% 112

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Apella Capital's EMR Position: Q2 2026 in Review

Apella Capital reduced its Emerson Electric (EMR) stake by 0.21% in Q2 2026, selling an estimated $4.79K and leaving 16,398 shares worth $2.26M. The position accounts for 0.03% of the portfolio, ranked #246.

Apella Capital first reported a position in EMR in Q2 2020 and has held it in 18 quarters since. The position peaked at $2.4M in Q1 2026. 1,079 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Apella Capital held 16,398 shares of Emerson Electric worth $2.26M as of Q2 2026.
  • Apella Capital sold 34 Emerson Electric shares in Q2 2026, an estimated $4.79K.
  • Emerson Electric made up 0.03% of Apella Capital's portfolio in Q2 2026, its #246 holding.
  • Apella Capital first reported a position in Emerson Electric in Q2 2020 and has held it in 18 quarters since.
  • Apella Capital's Emerson Electric position peaked at $2.4M in Q1 2026.
  • 1,079 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.