CFFP
EMR icon

Center for Financial Planning’s Emerson Electric EMR Stock Holding History

Center for Financial Planning’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 		$889K Hold
6,213
– – 0.08% 80
2026
Q1 		$814K Sell
6,213
-566
-8% -$81.4K 0.09% 76
2025
Q4 		$900K Buy
6,779
+16
+0.2% +$2.12K 0.09% 71
2025
Q3 		$887K Hold
6,763
– – 0.09% 70
2025
Q2 		$902K Hold
6,763
– – 0.1% 69
2025
Q1 		$741K Hold
6,763
– – 0.09% 72
2024
Q4 		$838K Hold
6,763
– – 0.11% 61
2024
Q3 		$740K Sell
6,763
-939
-12% -$101K 0.1% 69
2024
Q2 		$848K Hold
7,702
– – 0.12% 60
2024
Q1 		$874K Buy
7,702
+500
+7% +$51.4K 0.13% 61
2023
Q4 		$701K Hold
7,202
– – 0.13% 66
2023
Q3 		$695K Hold
7,202
– – 0.15% 63
2023
Q2 		$651K Sell
7,202
-117
-2% -$9.85K 0.14% 68
2023
Q1 		$638K Hold
7,319
– – 0.15% 65
2022
Q4 		$703K Sell
7,319
-1,000
-12% -$89.9K 0.17% 60
2022
Q3 		$609K Hold
8,319
– – 0.16% 66
2022
Q2 		$662K Sell
8,319
-1,200
-13% -$106K 0.17% 64
2022
Q1 		$933K Buy
9,519
+1,200
+14% +$114K 0.19% 57
2021
Q4 		$773K Hold
8,319
– – 0.16% 64
2021
Q3 		$784K Hold
8,319
– – 0.19% 59
2021
Q2 		$801K Hold
8,319
– – 0.2% 60
2021
Q1 		$751K Hold
8,319
– – 0.2% 62
2020
Q4 		$669K Hold
8,319
– – 0.19% 58
2020
Q3 		$545K Sell
8,319
-800
-9% -$52.7K 0.18% 63
2020
Q2 		$566K Hold
9,119
– – 0.2% 57
2020
Q1 		$435K Sell
9,119
-774
-8% -$51K 0.15% 62
2019
Q4 		$754K Buy
+9,893
New +$713K 0.19% 50

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

Center for Financial Planning's EMR Position: Q2 2026 in Review

Center for Financial Planning held its Emerson Electric (EMR) position steady in Q2 2026 at 6,213 shares worth $889K. The position accounts for 0.08% of the portfolio, ranked #80.

Center for Financial Planning first reported a position in EMR in Q4 2019 and has held it in 27 quarters since. The position peaked at $933K in Q1 2022. 746 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Center for Financial Planning held 6,213 shares of Emerson Electric worth $889K as of Q2 2026.
  • Center for Financial Planning left its Emerson Electric share count unchanged in Q2 2026.
  • Emerson Electric made up 0.08% of Center for Financial Planning's portfolio in Q2 2026, its #80 holding.
  • Center for Financial Planning first reported a position in Emerson Electric in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's Emerson Electric position peaked at $933K in Q1 2022.
  • 746 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.