Beacon Financial Advisory
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Beacon Financial Advisory’s Emerson Electric EMR Stock Holding History

Beacon Financial Advisory’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 		$819K Buy
5,282
+2,111
+67% +$318K 0.16% 171
2026
Q2 		$454K Buy
3,171
+125
+4% +$17.6K 0.09% 263
2026
Q1 		$399K Buy
3,046
+374
+14% +$53.8K 0.09% 263
2025
Q4 		$355K Buy
2,672
+29
+1% +$3.85K 0.08% 268
2025
Q3 		$347K Sell
2,643
-126
-5% -$17.2K 0.08% 265
2025
Q2 		$369K Buy
2,769
+77
+3% +$8.83K 0.1% 243
2025
Q1 		$295K Buy
2,692
+57
+2% +$6.87K 0.09% 248
2024
Q4 		$327K Buy
2,635
+76
+3% +$9.22K 0.11% 213
2024
Q3 		$280K Sell
2,559
-1,169
-31% -$126K 0.1% 227
2024
Q2 		$411K Sell
3,728
-6,157
-62% -$681K 0.15% 171
2024
Q1 		$1.12M Buy
9,885
+213
+2% +$21.9K 0.55% 44
2023
Q4 		$941K Sell
9,672
-23
-0.2% -$2.11K 0.45% 65
2023
Q3 		$936K Buy
9,695
+246
+3% +$23.4K 0.52% 57
2023
Q2 		$854K Buy
9,449
+609
+7% +$51.3K 0.49% 60
2023
Q1 		$770K Buy
8,840
+623
+8% +$54.4K 0.49% 60
2022
Q4 		$789K Buy
8,217
+63
+0.8% +$5.66K 0.57% 54
2022
Q3 		$597K Sell
8,154
-100
-1% -$8.3K 0.43% 78
2022
Q2 		$657K Buy
8,254
+30
+0.4% +$2.64K 0.37% 86
2022
Q1 		$806K Buy
8,224
+468
+6% +$44.3K 0.39% 82
2021
Q4 		$721K Buy
7,756
+13
+0.2% +$1.22K 0.33% 93
2021
Q3 		$729K Buy
7,743
+1
+0% +$100 0.38% 81
2021
Q2 		$745K Sell
7,742
-2,148
-22% -$202K 0.4% 82
2021
Q1 		$892K Buy
+9,890
New +$851K 0.51% 67
2020
Q3 		– Sell
-9,248
Closed -$573K – 179
2020
Q2 		$573K Hold
9,248
– – 0.62% 46
2020
Q1 		$440K Buy
9,248
+4,800
+108% +$316K 0.56% 57
2019
Q4 		$339K Buy
+4,448
New +$321K 0.29% 103

Other funds holding EMR

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Beacon Financial Advisory's EMR Position: Q3 2026 in Review

Beacon Financial Advisory increased its Emerson Electric (EMR) stake by 67% in Q3 2026, buying an estimated $318K and bringing the position to 5,282 shares worth $819K. The position accounts for 0.16% of the portfolio, ranked #171.

Beacon Financial Advisory first reported a position in EMR in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.12M in Q1 2024. 1,266 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Beacon Financial Advisory held 5,282 shares of Emerson Electric worth $819K as of Q3 2026.
  • Beacon Financial Advisory bought 2,111 Emerson Electric shares in Q3 2026, an estimated $318K.
  • Emerson Electric made up 0.16% of Beacon Financial Advisory's portfolio in Q3 2026, its #171 holding.
  • Beacon Financial Advisory first reported a position in Emerson Electric in Q4 2019 and has held it in 26 quarters since.
  • Beacon Financial Advisory's Emerson Electric position peaked at $1.12M in Q1 2024.
  • 1,266 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.