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Brandywine Oak Private Wealth’s Emerson Electric EMR Stock Holding History

Brandywine Oak Private Wealth’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 		$772K Hold
5,396
– – 0.06% 128
2026
Q1 		$707K Hold
5,396
– – 0.06% 134
2025
Q4 		$716K Hold
5,396
– – 0.06% 130
2025
Q3 		$708K Sell
5,396
-45
-0.8% -$6.13K 0.06% 129
2025
Q2 		$725K Sell
5,441
-2
-0% -$229 0.07% 123
2025
Q1 		$597K Sell
5,443
-47
-0.9% -$5.67K 0.06% 134
2024
Q4 		$680K Sell
5,490
-516
-9% -$62.6K 0.07% 127
2024
Q3 		$657K Buy
6,006
+224
+4% +$24.1K 0.06% 130
2024
Q2 		$637K Sell
5,782
-73
-1% -$8.07K 0.07% 128
2024
Q1 		$664K Hold
5,855
– – 0.07% 127
2023
Q4 		$570K Hold
5,855
– – 0.06% 137
2023
Q3 		$565K Sell
5,855
-2
-0% -$190 0.07% 134
2023
Q2 		$529K Sell
5,857
-44
-0.7% -$3.7K 0.06% 151
2023
Q1 		$514K Sell
5,901
-1,428
-19% -$125K 0.06% 157
2022
Q4 		$704K Buy
7,329
+716
+11% +$64.4K 0.09% 125
2022
Q3 		$484K Sell
6,613
-2,417
-27% -$201K 0.07% 157
2022
Q2 		$718K Sell
9,030
-625
-6% -$55.1K 0.09% 134
2022
Q1 		$946K Buy
9,655
+72
+0.8% +$6.82K 0.11% 131
2021
Q4 		$916K Buy
9,583
+284
+3% +$26.7K 0.1% 141
2021
Q3 		$875K Hold
9,299
– – 0.1% 140
2021
Q2 		$894K Buy
9,299
+2,620
+39% +$246K 0.1% 135
2021
Q1 		$602K Sell
6,679
-987
-13% -$84.9K 0.09% 138
2020
Q4 		$616K Sell
7,666
-839
-10% -$62.4K 0.09% 130
2020
Q3 		$557K Buy
8,505
+215
+3% +$14.2K 0.09% 131
2020
Q2 		$514K Sell
8,290
-1,170
-12% -$66.5K 0.09% 131
2020
Q1 		$454K Sell
9,460
-5,363
-36% -$353K 0.09% 119
2019
Q4 		$1.13M Buy
14,823
+587
+4% +$42.3K 0.21% 67
2019
Q3 		$951K Buy
14,236
+4,342
+44% +$273K 0.18% 69
2019
Q2 		$660K Sell
9,894
-862
-8% -$57.7K 0.13% 85
2019
Q1 		$736K Sell
10,756
-1,715
-14% -$113K 0.15% 80
2018
Q4 		$744K Buy
+12,471
New +$841K 0.17% 77

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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

Brandywine Oak Private Wealth's EMR Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its Emerson Electric (EMR) position steady in Q2 2026 at 5,396 shares worth $772K. The position accounts for 0.06% of the portfolio, ranked #128.

Brandywine Oak Private Wealth first reported a position in EMR in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.13M in Q4 2019. 1,079 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Brandywine Oak Private Wealth held 5,396 shares of Emerson Electric worth $772K as of Q2 2026.
  • Brandywine Oak Private Wealth left its Emerson Electric share count unchanged in Q2 2026.
  • Emerson Electric made up 0.06% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #128 holding.
  • Brandywine Oak Private Wealth first reported a position in Emerson Electric in Q4 2018 and has held it in 31 quarters since.
  • Brandywine Oak Private Wealth's Emerson Electric position peaked at $1.13M in Q4 2019.
  • 1,079 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.