Compass Wealth Management’s Emerson Electric EMR Stock Holding History

Compass Wealth Management’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	$1.98M	Sell	12,793 -125	-1%	-$18.8K	0.38%	71
2026 Q2	$1.85M	Sell	12,918 -200	-2%	-$28.2K	0.35%	73
2026 Q1	$1.72M	Sell	13,118 -308	-2%	-$44.3K	0.42%	65
2025 Q4	$1.78M	Sell	13,426 -205	-2%	-$27.2K	0.44%	64
2025 Q3	$1.79M	Sell	13,631 -518	-4%	-$70.6K	0.4%	68
2025 Q2	$1.89M	Sell	14,149 -276	-2%	-$31.7K	0.45%	68
2025 Q1	$1.58M	Sell	14,425 -1,075	-7%	-$130K	0.4%	74
2024 Q4	$1.92M	Sell	15,500 -710	-4%	-$86.1K	0.46%	67
2024 Q3	$1.77M	Sell	16,210 -2,270	-12%	-$244K	0.42%	73
2024 Q2	$2.04M	Sell	18,480 -100	-0.5%	-$11.1K	0.5%	66
2024 Q1	$2.11M	Sell	18,580 -572	-3%	-$58.8K	0.53%	68
2023 Q4	$1.86M	Sell	19,152 -1,040	-5%	-$95.2K	0.52%	64
2023 Q3	$1.95M	Sell	20,192 -783	-4%	-$74.6K	0.61%	54
2023 Q2	$1.9M	Sell	20,975 -325	-2%	-$27.4K	0.57%	58
2023 Q1	$1.86M	Sell	21,300 -1,075	-5%	-$93.9K	0.59%	59
2022 Q4	$2.15M	Buy	+22,375	New	+$2.01M	0.7%	49

Other funds holding EMR

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Compass Wealth Management's EMR Position: Q3 2026 in Review

Compass Wealth Management reduced its Emerson Electric (EMR) stake by 0.97% in Q3 2026, selling an estimated $18.8K and leaving 12,793 shares worth $1.98M. The position accounts for 0.38% of the portfolio, ranked #71.

Compass Wealth Management first reported a position in EMR in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.15M in Q4 2022. 669 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

Compass Wealth Management held 12,793 shares of Emerson Electric worth $1.98M as of Q3 2026.
Compass Wealth Management sold 125 Emerson Electric shares in Q3 2026, an estimated $18.8K.
Emerson Electric made up 0.38% of Compass Wealth Management's portfolio in Q3 2026, its #71 holding.
Compass Wealth Management first reported a position in Emerson Electric in Q4 2022 and has held it in 16 quarters since.
Compass Wealth Management's Emerson Electric position peaked at $2.15M in Q4 2022.
669 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.