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 Q3	$709K	Buy	4,574 +241	+6%	+$36.3K	0.18%	77
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Baron Wealth Management increased its Emerson Electric (EMR) stake by 5.6% in Q3 2026, buying an estimated $36.3K and bringing the position to 4,574 shares worth $709K. The position accounts for 0.18% of the portfolio, ranked #77.

Baron Wealth Management first reported a position in EMR in Q2 2024 and has held it in 10 quarters since. 1,444 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

Baron Wealth Management held 4,574 shares of Emerson Electric worth $709K as of Q3 2026.
Baron Wealth Management bought 241 Emerson Electric shares in Q3 2026, an estimated $36.3K.
Emerson Electric made up 0.18% of Baron Wealth Management's portfolio in Q3 2026, its #77 holding.
Baron Wealth Management first reported a position in Emerson Electric in Q2 2024 and has held it in 10 quarters since.
1,444 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.