Burkett Financial Services’s Emerson Electric EMR Stock Holding History

Burkett Financial Services’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	$52.1K	Buy	364 +2	+0.6%	+$282	0.02%	95
2026 Q1	$47.5K	Buy	362 +1	+0.3%	+$144	0.02%	103
2025 Q4	$48K	Buy	361 +1	+0.3%	+$133	0.02%	101
2025 Q3	$47.2K	Buy	360 +1	+0.3%	+$136	0.02%	96
2025 Q2	$47.8K	Buy	359 +2	+0.6%	+$229	0.02%	95
2025 Q1	$39.2K	Buy	357 +2	+0.6%	+$241	0.02%	105
2024 Q4	$44.1K	Buy	355 +1	+0.3%	+$121	0.02%	92
2024 Q3	$38.7K	Buy	354 +20	+6%	+$2.15K	0.02%	93
2024 Q2	$36.8K	Buy	334 +1	+0.3%	+$111	0.02%	91
2024 Q1	$37.7K	Buy	333 +2	+0.6%	+$205	0.02%	94
2023 Q4	$32.2K	Buy	+331	New	+$30.3K	0.02%	99

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

Burkett Financial Services's EMR Position: Q2 2026 in Review

Burkett Financial Services increased its Emerson Electric (EMR) stake by 0.55% in Q2 2026, buying an estimated $282 and bringing the position to 364 shares worth $52.1K. The position accounts for 0.02% of the portfolio, ranked #95.

Burkett Financial Services first reported a position in EMR in Q4 2023 and has held it in 11 quarters since. 1,079 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Burkett Financial Services held 364 shares of Emerson Electric worth $52.1K as of Q2 2026.
Burkett Financial Services bought 2 Emerson Electric shares in Q2 2026, an estimated $282.
Emerson Electric made up 0.02% of Burkett Financial Services's portfolio in Q2 2026, its #95 holding.
Burkett Financial Services first reported a position in Emerson Electric in Q4 2023 and has held it in 11 quarters since.
1,079 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Burkett Financial Services's 13F filing for Q2 2026, filed 2 Jul 2026.