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Aventura Private Wealth’s Emerson Electric EMR Stock Holding History

Aventura Private Wealth’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 		$76.9K Buy
537
+93
+21% +$13.1K 0.02% 290
2026
Q1 		$58.2K Hold
444
– – 0.02% 299
2025
Q4 		$58.9K Buy
444
+105
+31% +$13.9K 0.02% 275
2025
Q3 		$44.4K Sell
339
-179
-35% -$24.4K 0.02% 311
2025
Q2 		$69.1K Sell
518
-19
-4% -$2.18K 0.03% 251
2025
Q1 		$58.9K Sell
537
-1,392
-72% -$168K 0.03% 250
2024
Q4 		$239K Buy
+1,929
New +$234K 0.13% 125

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 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
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
PL
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
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Aventura Private Wealth's EMR Position: Q2 2026 in Review

Aventura Private Wealth increased its Emerson Electric (EMR) stake by 21% in Q2 2026, buying an estimated $13.1K and bringing the position to 537 shares worth $76.9K. The position accounts for 0.02% of the portfolio, ranked #290.

Aventura Private Wealth first reported a position in EMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $239K in Q4 2024. 601 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Aventura Private Wealth held 537 shares of Emerson Electric worth $76.9K as of Q2 2026.
  • Aventura Private Wealth bought 93 Emerson Electric shares in Q2 2026, an estimated $13.1K.
  • Emerson Electric made up 0.02% of Aventura Private Wealth's portfolio in Q2 2026, its #290 holding.
  • Aventura Private Wealth first reported a position in Emerson Electric in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's Emerson Electric position peaked at $239K in Q4 2024.
  • 601 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.