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Capital Advisors Inc’s Emerson Electric EMR Stock Holding History

Capital Advisors Inc’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 		$12.6M Buy
88,138
+61
+0.1% +$8.59K 0.19% 88
2026
Q1 		$11.5M Sell
88,077
-340
-0.4% -$48.9K 0.19% 88
2025
Q4 		$11.7M Buy
88,417
+759
+0.9% +$101K 0.19% 91
2025
Q3 		$11.5M Buy
87,658
+1,013
+1% +$138K 0.19% 88
2025
Q2 		$11.6M Buy
86,645
+69
+0.1% +$7.92K 0.21% 88
2025
Q1 		$9.49M Buy
86,576
+12
+0% +$1.45K 0.19% 88
2024
Q4 		$10.7M Buy
86,564
+1
+0% +$121 0.21% 91
2024
Q3 		$9.47M Sell
86,563
-188
-0.2% -$20.2K 0.19% 90
2024
Q2 		$9.56M Buy
86,751
+410
+0.5% +$45.3K 0.2% 92
2024
Q1 		$9.79M Buy
86,341
+110
+0.1% +$11.3K 0.21% 93
2023
Q4 		$8.39M Buy
86,231
+76,868
+821% +$7.04M 0.19% 96
2023
Q3 		$904K Sell
9,363
-275
-3% -$26.2K 0.02% 138
2023
Q2 		$871K Buy
9,638
+270
+3% +$22.7K 0.02% 146
2023
Q1 		$816K Sell
9,368
-150
-2% -$13.1K 0.02% 145
2022
Q4 		$914K Buy
9,518
+155
+2% +$13.9K 0.03% 139
2022
Q3 		$732K Sell
9,363
-575
-6% -$47.8K 0.02% 146
2022
Q2 		$790K Sell
9,938
-173,981
-95% -$15.3M 0.02% 145
2022
Q1 		$18M Sell
183,919
-2,169
-1% -$205K 0.49% 75
2021
Q4 		$17.3M Buy
186,088
+3,033
+2% +$286K 0.46% 79
2021
Q3 		$17.2M Sell
183,055
-93,618
-34% -$9.34M 0.51% 78
2021
Q2 		$26.6M Sell
276,673
-25,979
-9% -$2.44M 0.8% 50
2021
Q1 		$27.3M Buy
302,652
+9,199
+3% +$791K 0.89% 44
2020
Q4 		$23.6M Buy
293,453
+100,735
+52% +$7.49M 0.84% 50
2020
Q3 		$12.6M Buy
192,718
+10,033
+5% +$661K 0.51% 72
2020
Q2 		$11.9M Buy
182,685
+177,035
+3,133% +$10.1M 0.49% 74
2020
Q1 		$269K Sell
5,650
-1,200
-18% -$79K 0.01% 136
2019
Q4 		$522K Buy
6,850
+2,070
+43% +$149K 0.02% 130
2019
Q3 		$319K Hold
4,780
– – 0.02% 147
2019
Q2 		$319K Buy
+4,780
New +$320K 0.02% 147
2019
Q1 		– Sell
-6,659
Closed -$398K – 145
2018
Q4 		$398K Buy
6,659
+1,389
+26% +$93.7K 0.03% 139
2018
Q3 		$404K Hold
5,270
– – 0.02% 141
2018
Q2 		$364K Hold
5,270
– – 0.02% 145
2018
Q1 		$360K Sell
5,270
-249
-5% -$17.7K 0.02% 151
2017
Q4 		$385K Buy
5,519
+550
+11% +$35.6K 0.02% 154
2017
Q3 		$312K Buy
4,969
+1
+0% +$60 0.02% 152
2017
Q2 		$296K Sell
4,968
-265
-5% -$15.7K 0.02% 162
2017
Q1 		$313K Sell
5,233
-445
-8% -$26.6K 0.02% 153
2016
Q4 		$317K Buy
5,678
+180
+3% +$9.68K 0.02% 148
2016
Q3 		$300K Sell
5,498
-268
-5% -$14.4K 0.04% 101
2016
Q2 		$301K Buy
5,766
+266
+5% +$14.1K 0.05% 101
2016
Q1 		$299K Sell
5,500
-598
-10% -$28.8K 0.05% 99
2015
Q4 		$292K Sell
6,098
-120
-2% -$5.71K 0.05% 103
2015
Q3 		$275K Sell
6,218
-156,908
-96% -$7.72M 0.05% 103
2015
Q2 		$9.04M Buy
163,126
+157,725
+2,920% +$9.27M 1.55% 29
2015
Q1 		$306K Hold
5,401
– – 0.04% 100
2014
Q4 		$333K Buy
5,401
+31
+0.6% +$1.94K 0.06% 95
2014
Q3 		$336K Buy
+5,370
New +$349K 0.07% 91

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 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
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
JHP
James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Capital Advisors Inc's EMR Position: Q2 2026 in Review

Capital Advisors Inc increased its Emerson Electric (EMR) stake by 0.07% in Q2 2026, buying an estimated $8.59K and bringing the position to 88,138 shares worth $12.6M. The position accounts for 0.19% of the portfolio, ranked #88.

Capital Advisors Inc first reported a position in EMR in Q3 2014 and has held it in 47 quarters since. The position peaked at $27.3M in Q1 2021. 746 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Capital Advisors Inc held 88,138 shares of Emerson Electric worth $12.6M as of Q2 2026.
  • Capital Advisors Inc bought 61 Emerson Electric shares in Q2 2026, an estimated $8.59K.
  • Emerson Electric made up 0.19% of Capital Advisors Inc's portfolio in Q2 2026, its #88 holding.
  • Capital Advisors Inc first reported a position in Emerson Electric in Q3 2014 and has held it in 47 quarters since.
  • Capital Advisors Inc's Emerson Electric position peaked at $27.3M in Q1 2021.
  • 746 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Capital Advisors Inc's 13F filing for Q2 2026, filed 23 Jul 2026.