Birch Hill Investment Advisors’s Emerson Electric EMR Stock Holding History

Birch Hill Investment Advisors’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	$4.08M	Sell	28,495 -868	-3%	-$122K	0.17%	64
2026 Q1	$3.85M	Sell	29,363 -100	-0.3%	-$14.4K	0.17%	64
2025 Q4	$3.91M	Sell	29,463 -156	-0.5%	-$20.7K	0.16%	65
2025 Q3	$3.89M	Hold	29,619	–	–	0.16%	67
2025 Q2	$3.95M	Hold	29,619	–	–	0.18%	64
2025 Q1	$3.25M	Hold	29,619	–	–	0.15%	68
2024 Q4	$3.67M	Sell	29,619 -115	-0.4%	-$13.9K	0.17%	70
2024 Q3	$3.25M	Sell	29,734 -25	-0.1%	-$2.69K	0.15%	70
2024 Q2	$3.28M	Sell	29,759 -180	-0.6%	-$19.9K	0.16%	68
2024 Q1	$3.4M	Sell	29,939 -889	-3%	-$91.3K	0.17%	69
2023 Q4	$3M	Sell	30,828 -561	-2%	-$51.4K	0.16%	67
2023 Q3	$3.03M	Sell	31,389 -183	-0.6%	-$17.4K	0.18%	60
2023 Q2	$2.85M	Buy	31,572 +57	+0.2%	+$4.8K	0.16%	64
2023 Q1	$2.75M	Sell	31,515 -600	-2%	-$52.4K	0.17%	66
2022 Q4	$3.08M	Sell	32,115 -25	-0.1%	-$2.25K	0.2%	60
2022 Q3	$2.35M	Sell	32,140 -600	-2%	-$49.8K	0.16%	65
2022 Q2	$2.6M	Sell	32,740 -182	-0.6%	-$16K	0.16%	67
2022 Q1	$3.23M	Hold	32,922	–	–	0.17%	67
2021 Q4	$3.06M	Sell	32,922 -818	-2%	-$77K	0.15%	69
2021 Q3	$3.18M	Buy	33,740 +300	+0.9%	+$29.9K	0.17%	68
2021 Q2	$3.22M	Hold	33,440	–	–	0.17%	70
2021 Q1	$3.02M	Sell	33,440 -575	-2%	-$49.5K	0.17%	70
2020 Q4	$2.73M	Hold	34,015	–	–	0.16%	66
2020 Q3	$2.23M	Buy	34,015 +775	+2%	+$51K	0.15%	67
2020 Q2	$2.06M	Hold	33,240	–	–	0.15%	67
2020 Q1	$1.58M	Sell	33,240 -100	-0.3%	-$6.58K	0.14%	68
2019 Q4	$2.54M	Sell	33,340 -785	-2%	-$56.6K	0.17%	65
2019 Q3	$2.28M	Sell	34,125 -635	-2%	-$39.9K	0.16%	65
2019 Q2	$2.32M	Hold	34,760	–	–	0.17%	66
2019 Q1	$2.38M	Sell	34,760 -128	-0.4%	-$8.42K	0.18%	67
2018 Q4	$2.08M	Sell	34,888 -2,000	-5%	-$135K	0.18%	69
2018 Q3	$2.83M	Sell	36,888 -335	-0.9%	-$24.7K	0.21%	63
2018 Q2	$2.57M	Buy	37,223 +2,510	+7%	+$176K	0.2%	62
2018 Q1	$2.37M	Buy	34,713 +585	+2%	+$41.7K	0.2%	63
2017 Q4	$2.38M	Sell	34,128 -100	-0.3%	-$6.48K	0.2%	61
2017 Q3	$2.15M	Sell	34,228 -170	-0.5%	-$10.3K	0.19%	62
2017 Q2	$2.05M	Sell	34,398 -1,600	-4%	-$94.9K	0.18%	60
2017 Q1	$2.15M	Sell	35,998 -4,704	-12%	-$281K	0.18%	61
2016 Q4	$2.27M	Sell	40,702 -1,683	-4%	-$90.5K	0.21%	58
2016 Q3	$2.31M	Sell	42,385 -14,430	-25%	-$773K	0.21%	57
2016 Q2	$2.96M	Buy	56,815 +2,100	+4%	+$112K	0.29%	53
2016 Q1	$2.98M	Buy	54,715 +1,291	+2%	+$62.3K	0.31%	53
2015 Q4	$2.56M	Sell	53,424 -1,491	-3%	-$71K	0.27%	55
2015 Q3	$2.43M	Buy	54,915 +3,240	+6%	+$159K	0.26%	58
2015 Q2	$2.86M	Buy	51,675 +1,750	+4%	+$103K	0.29%	59
2015 Q1	$2.83M	Sell	49,925 -1,506	-3%	-$87.5K	0.29%	61
2014 Q4	$3.17M	Sell	51,431 -150	-0.3%	-$9.4K	0.32%	56
2014 Q3	$3.23M	Sell	51,581 -820	-2%	-$53.2K	0.34%	54
2014 Q2	$3.48M	Buy	52,401 +2,098	+4%	+$141K	0.36%	53
2014 Q1	$3.36M	Buy	50,303 +575	+1%	+$37.8K	0.36%	54
2013 Q4	$3.49M	Sell	49,728 -550	-1%	-$36.7K	0.37%	57
2013 Q3	$3.25M	Buy	50,278 +725	+1%	+$44.3K	0.38%	56
2013 Q2	$2.7M	Buy	+49,553	New	+$2.79M	0.34%	59

Other funds holding EMR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Birch Hill Investment Advisors's EMR Position: Q2 2026 in Review

Birch Hill Investment Advisors reduced its Emerson Electric (EMR) stake by 3% in Q2 2026, selling an estimated $122K and leaving 28,495 shares worth $4.08M. The position accounts for 0.17% of the portfolio, ranked #64.

Birch Hill Investment Advisors first reported a position in EMR in Q2 2013 and has held it in 53 quarters since. 1,079 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Birch Hill Investment Advisors held 28,495 shares of Emerson Electric worth $4.08M as of Q2 2026.
Birch Hill Investment Advisors sold 868 Emerson Electric shares in Q2 2026, an estimated $122K.
Emerson Electric made up 0.17% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #64 holding.
Birch Hill Investment Advisors first reported a position in Emerson Electric in Q2 2013 and has held it in 53 quarters since.
1,079 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.