CGC Financial Services
EMR icon

CGC Financial Services’s Emerson Electric EMR Stock Holding History

CGC 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
Q3 		$81.4K Hold
525
– – 0.02% 111
2026
Q2 		$75.2K Hold
525
– – 0.02% 111
2026
Q1 		$68.8K Hold
525
– – 0.02% 108
2025
Q4 		$69.7K Hold
525
– – 0.02% 117
2025
Q3 		$68.9K Hold
525
– – 0.02% 111
2025
Q2 		$70K Hold
525
– – 0.02% 106
2025
Q1 		$57.6K Hold
525
– – 0.02% 105
2024
Q4 		$65.1K Hold
525
– – 0.03% 97
2024
Q3 		$57.4K Hold
525
– – 0.02% 100
2024
Q2 		$57.8K Hold
525
– – 0.03% 95
2024
Q1 		$59.5K Hold
525
– – 0.03% 92
2023
Q4 		$51.1K Hold
525
– – 0.02% 108
2023
Q3 		$50.7K Sell
525
-400
-43% -$38.1K 0.04% 85
2023
Q2 		$83.6K Buy
+925
New +$77.9K 0.05% 73

Other funds holding EMR

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

CGC Financial Services's EMR Position: Q3 2026 in Review

CGC Financial Services held its Emerson Electric (EMR) position steady in Q3 2026 at 525 shares worth $81.4K. The position accounts for 0.02% of the portfolio, ranked #111.

CGC Financial Services first reported a position in EMR in Q2 2023 and has held it in 14 quarters since. The position peaked at $83.6K in Q2 2023. 1,846 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • CGC Financial Services held 525 shares of Emerson Electric worth $81.4K as of Q3 2026.
  • CGC Financial Services left its Emerson Electric share count unchanged in Q3 2026.
  • Emerson Electric made up 0.02% of CGC Financial Services's portfolio in Q3 2026, its #111 holding.
  • CGC Financial Services first reported a position in Emerson Electric in Q2 2023 and has held it in 14 quarters since.
  • CGC Financial Services's Emerson Electric position peaked at $83.6K in Q2 2023.
  • 1,846 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on CGC Financial Services's 13F filing for Q3 2026, filed 13 Oct 2026.