Aprio Wealth Management
EMR icon

Aprio Wealth Management’s Emerson Electric EMR Stock Holding History

Aprio Wealth Management’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 		$1.24M Buy
7,983
+104
+1% +$15.6K 0.06% 212
2026
Q2 		$1.13M Sell
7,879
-102
-1% -$14.4K 0.06% 214
2026
Q1 		$1.05M Buy
7,981
+1,833
+30% +$264K 0.06% 202
2025
Q4 		$968K Buy
6,148
+3,529
+135% +$468K 0.06% 202
2025
Q3 		$344K Buy
2,619
+104
+4% +$14.2K 0.03% 298
2025
Q2 		$335K Sell
2,515
-41
-2% -$4.7K 0.04% 260
2025
Q1 		$280K Buy
+2,556
New +$308K 0.04% 282

Other funds holding EMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Aprio Wealth Management's EMR Position: Q3 2026 in Review

Aprio Wealth Management increased its Emerson Electric (EMR) stake by 1.3% in Q3 2026, buying an estimated $15.6K and bringing the position to 7,983 shares worth $1.24M. The position accounts for 0.06% of the portfolio, ranked #212.

Aprio Wealth Management first reported a position in EMR in Q1 2025 and has held it in 7 quarters since. 1,640 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Aprio Wealth Management held 7,983 shares of Emerson Electric worth $1.24M as of Q3 2026.
  • Aprio Wealth Management bought 104 Emerson Electric shares in Q3 2026, an estimated $15.6K.
  • Emerson Electric made up 0.06% of Aprio Wealth Management's portfolio in Q3 2026, its #212 holding.
  • Aprio Wealth Management first reported a position in Emerson Electric in Q1 2025 and has held it in 7 quarters since.
  • 1,640 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.