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 Q3	$837K	Hold	5,396	–	–	0.06%	125
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%	-$6.14K	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

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

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

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Brandywine Oak Private Wealth's EMR Position: Q3 2026 in Review

Brandywine Oak Private Wealth held its Emerson Electric (EMR) position steady in Q3 2026 at 5,396 shares worth $837K. The position accounts for 0.06% of the portfolio, ranked #125.

Brandywine Oak Private Wealth first reported a position in EMR in Q4 2018 and has held it in 32 quarters since. The position peaked at $1.13M in Q4 2019. 1,227 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

Brandywine Oak Private Wealth held 5,396 shares of Emerson Electric worth $837K as of Q3 2026.
Brandywine Oak Private Wealth left its Emerson Electric share count unchanged in Q3 2026.
Emerson Electric made up 0.06% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #125 holding.
Brandywine Oak Private Wealth first reported a position in Emerson Electric in Q4 2018 and has held it in 32 quarters since.
Brandywine Oak Private Wealth's Emerson Electric position peaked at $1.13M in Q4 2019.
1,227 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.