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Cascade Investment Advisors’s Emerson Electric EMR Stock Holding History

Cascade 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 		$1.98M Sell
13,823
-114
-0.8% -$16K 1.08% 30
2026
Q1 		$1.83M Sell
13,937
-40
-0.3% -$5.75K 1.08% 30
2025
Q4 		$1.86M Buy
13,977
+165
+1% +$21.9K 1.09% 33
2025
Q3 		$1.81M Buy
13,812
+829
+6% +$113K 1.1% 28
2025
Q2 		$1.73M Sell
12,983
-710
-5% -$81.5K 1.11% 32
2025
Q1 		$1.5M Buy
13,693
+250
+2% +$30.1K 1.01% 40
2024
Q4 		$1.67M Buy
13,443
+290
+2% +$35.2K 1.07% 35
2024
Q3 		$1.44M Buy
13,153
+2,520
+24% +$271K 0.92% 52
2024
Q2 		$1.17M Sell
10,633
-265
-2% -$29.3K 0.79% 60
2024
Q1 		$1.24M Hold
10,898
– – 0.81% 61
2023
Q4 		$1.06M Sell
10,898
-30
-0.3% -$2.75K 0.76% 68
2023
Q3 		$1.06M Sell
10,928
-83
-0.8% -$7.91K 0.83% 60
2023
Q2 		$995K Sell
11,011
-6,372
-37% -$536K 0.74% 72
2023
Q1 		$1.51M Sell
17,383
-135
-0.8% -$11.8K 1.2% 24
2022
Q4 		$1.68M Sell
17,518
-60
-0.3% -$5.39K 1.4% 11
2022
Q3 		$1.52M Hold
17,578
– – 1.31% 19
2022
Q2 		$1.4M Sell
17,578
-129
-0.7% -$11.4K 1.1% 23
2022
Q1 		$1.74M Sell
17,707
-116
-0.7% -$11K 1.06% 25
2021
Q4 		$1.66M Sell
17,823
-315
-2% -$29.7K 0.97% 34
2021
Q3 		$1.71M Sell
18,138
-1,770
-9% -$177K 1.11% 23
2021
Q2 		$1.92M Sell
19,908
-232
-1% -$21.8K 1.21% 16
2021
Q1 		$1.82M Sell
20,140
-260
-1% -$22.4K 1.18% 17
2020
Q4 		$1.64M Sell
20,400
-3,310
-14% -$246K 1.2% 17
2020
Q3 		$1.55M Sell
23,710
-5
-0% -$329 1.32% 14
2020
Q2 		$1.47M Sell
23,715
-250
-1% -$14.2K 1.39% 13
2020
Q1 		$1.14M Buy
+23,965
New +$1.58M 1.26% 20

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

Cascade Investment Advisors's EMR Position: Q2 2026 in Review

Cascade Investment Advisors reduced its Emerson Electric (EMR) stake by 0.82% in Q2 2026, selling an estimated $16K and leaving 13,823 shares worth $1.98M. The position accounts for 1.08% of the portfolio, ranked #30.

Cascade Investment Advisors first reported a position in EMR in Q1 2020 and has held it in 26 quarters since. 746 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Cascade Investment Advisors held 13,823 shares of Emerson Electric worth $1.98M as of Q2 2026.
  • Cascade Investment Advisors sold 114 Emerson Electric shares in Q2 2026, an estimated $16K.
  • Emerson Electric made up 1.08% of Cascade Investment Advisors's portfolio in Q2 2026, its #30 holding.
  • Cascade Investment Advisors first reported a position in Emerson Electric in Q1 2020 and has held it in 26 quarters since.
  • 746 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Cascade Investment Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.