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Baron Wealth Management’s Emerson Electric EMR Stock Holding History

Baron 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
Q2 		$620K Sell
4,333
-49
-1% -$6.9K 0.16% 91
2026
Q1 		$574K Sell
4,382
-105
-2% -$15.1K 0.17% 84
2025
Q4 		$595K Buy
4,487
+192
+4% +$25.5K 0.18% 82
2025
Q3 		$563K Buy
4,295
+35
+0.8% +$4.77K 0.19% 75
2025
Q2 		$568K Buy
4,260
+1,309
+44% +$150K 0.2% 70
2025
Q1 		$324K Buy
2,951
+520
+21% +$62.7K 0.14% 119
2024
Q4 		$301K Buy
2,431
+109
+5% +$13.2K 0.14% 120
2024
Q3 		$254K Buy
2,322
+22
+1% +$2.37K 0.12% 149
2024
Q2 		$253K Buy
+2,300
New +$254K 0.13% 136

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

Baron Wealth Management's EMR Position: Q2 2026 in Review

Baron Wealth Management reduced its Emerson Electric (EMR) stake by 1.1% in Q2 2026, selling an estimated $6.9K and leaving 4,333 shares worth $620K. The position accounts for 0.16% of the portfolio, ranked #91.

Baron Wealth Management first reported a position in EMR in Q2 2024 and has held it in 9 quarters since. 705 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Baron Wealth Management held 4,333 shares of Emerson Electric worth $620K as of Q2 2026.
  • Baron Wealth Management sold 49 Emerson Electric shares in Q2 2026, an estimated $6.9K.
  • Emerson Electric made up 0.16% of Baron Wealth Management's portfolio in Q2 2026, its #91 holding.
  • Baron Wealth Management first reported a position in Emerson Electric in Q2 2024 and has held it in 9 quarters since.
  • 705 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.