AIM
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Avity Investment Management’s Emerson Electric EMR Stock Holding History

Avity Investment 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
Q2 		$945K Hold
6,599
– – 0.06% 71
2026
Q1 		$865K Hold
6,599
– – 0.06% 71
2025
Q4 		$876K Hold
6,599
– – 0.06% 68
2025
Q3 		$866K Hold
6,599
– – 0.06% 66
2025
Q2 		$880K Hold
6,599
– – 0.07% 66
2025
Q1 		$724K Hold
6,599
– – 0.06% 66
2024
Q4 		$818K Hold
6,599
– – 0.06% 60
2024
Q3 		$722K Sell
6,599
-168
-2% -$18.1K 0.06% 62
2024
Q2 		$745K Sell
6,767
-475
-7% -$52.5K 0.06% 57
2024
Q1 		$821K Hold
7,242
– – 0.07% 56
2023
Q4 		$705K Buy
7,242
+168
+2% +$15.4K 0.06% 54
2023
Q3 		$683K Hold
7,074
– – 0.07% 51
2023
Q2 		$639K Buy
7,074
+50
+0.7% +$4.21K 0.06% 55
2023
Q1 		$612K Buy
+7,024
New +$614K 0.06% 58
2022
Q3 		– Sell
-3,984
Closed -$317K – 80
2022
Q2 		$317K Buy
3,984
+584
+17% +$51.5K 0.03% 69
2022
Q1 		$333K Buy
3,400
+400
+13% +$37.9K 0.03% 72
2021
Q4 		$279K Hold
3,000
– – 0.02% 75
2021
Q3 		$283K Hold
3,000
– – 0.02% 71
2021
Q2 		$289K Hold
3,000
– – 0.02% 70
2021
Q1 		$271K Hold
3,000
– – 0.02% 74
2020
Q4 		$241K Buy
+3,000
New +$223K 0.02% 75
2020
Q1 		– Sell
-2,897
Closed -$221K – 67
2019
Q4 		$221K Sell
2,897
-97
-3% -$6.99K 0.02% 71
2019
Q3 		$200K Sell
2,994
-422
-12% -$26.5K 0.02% 76
2019
Q2 		$228K Hold
3,416
– – 0.03% 73
2019
Q1 		$234K Sell
3,416
-97
-3% -$6.38K 0.03% 70
2018
Q4 		$210K Hold
3,513
– – 0.03% 67
2018
Q3 		$269K Buy
3,513
+388
+12% +$28.6K 0.03% 64
2018
Q2 		$216K Hold
3,125
– – 0.03% 71
2018
Q1 		$213K Hold
3,125
– – 0.03% 72
2017
Q4 		$218K Buy
+3,125
New +$203K 0.03% 75
2014
Q1 		– Sell
-3,190
Closed -$224K – 56
2013
Q4 		$224K Sell
3,190
-3,850
-55% -$257K 0.04% 54
2013
Q3 		$455K Sell
7,040
-65,985
-90% -$4.04M 0.09% 44
2013
Q2 		$3.98M Buy
+73,025
New +$4.11M 0.85% 30

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
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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Avity Investment Management's EMR Position: Q2 2026 in Review

Avity Investment Management held its Emerson Electric (EMR) position steady in Q2 2026 at 6,599 shares worth $945K. The position accounts for 0.06% of the portfolio, ranked #71.

Avity Investment Management first reported a position in EMR in Q2 2013 and has held it in 33 quarters since. The position peaked at $3.98M in Q2 2013. 746 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Avity Investment Management held 6,599 shares of Emerson Electric worth $945K as of Q2 2026.
  • Avity Investment Management left its Emerson Electric share count unchanged in Q2 2026.
  • Emerson Electric made up 0.06% of Avity Investment Management's portfolio in Q2 2026, its #71 holding.
  • Avity Investment Management first reported a position in Emerson Electric in Q2 2013 and has held it in 33 quarters since.
  • Avity Investment Management's Emerson Electric position peaked at $3.98M in Q2 2013.
  • 746 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Avity Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.