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Cassia Capital Partners’s Emerson Electric EMR Stock Holding History

Cassia Capital Partners’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 		$210K Sell
1,467
-100
-6% -$14.1K 0.1% 68
2026
Q1 		$205K Buy
+1,567
New +$225K 0.11% 67
2024
Q2 		– Sell
-2,031
Closed -$230K – 60
2024
Q1 		$230K Buy
+2,031
New +$209K 0.15% 61

Other funds holding EMR

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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

Cassia Capital Partners's EMR Position: Q2 2026 in Review

Cassia Capital Partners reduced its Emerson Electric (EMR) stake by 6.4% in Q2 2026, selling an estimated $14.1K and leaving 1,467 shares worth $210K. The position accounts for 0.1% of the portfolio, ranked #68.

Cassia Capital Partners first reported a position in EMR in Q1 2024 and has held it in 3 quarters since. The position peaked at $230K in Q1 2024. 1,134 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Cassia Capital Partners held 1,467 shares of Emerson Electric worth $210K as of Q2 2026.
  • Cassia Capital Partners sold 100 Emerson Electric shares in Q2 2026, an estimated $14.1K.
  • Emerson Electric made up 0.1% of Cassia Capital Partners's portfolio in Q2 2026, its #68 holding.
  • Cassia Capital Partners first reported a position in Emerson Electric in Q1 2024 and has held it in 3 quarters since.
  • Cassia Capital Partners's Emerson Electric position peaked at $230K in Q1 2024.
  • 1,134 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Cassia Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.