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Comprehensive Financial Consultants Institutional’s Emerson Electric EMR Stock Holding History

Comprehensive Financial Consultants Institutional’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 		$1.37M Buy
9,536
+79
+0.8% +$11.1K 0.36% 89
2026
Q1 		$1.24M Buy
9,457
+3
+0% +$431 0.37% 92
2025
Q4 		$1.25M Sell
9,454
-401
-4% -$53.2K 0.38% 89
2025
Q3 		$1.29M Sell
9,855
-171
-2% -$23.3K 0.4% 84
2025
Q2 		$1.34M Buy
10,026
+135
+1% +$15.5K 0.44% 77
2025
Q1 		$1.08M Sell
9,891
-375
-4% -$45.2K 0.39% 86
2024
Q4 		$1.27M Sell
10,266
-452
-4% -$54.8K 0.46% 76
2024
Q3 		$1.17M Sell
10,718
-132
-1% -$14.2K 0.43% 82
2024
Q2 		$1.2M Buy
10,850
+458
+4% +$50.6K 0.47% 78
2024
Q1 		$1.18M Sell
10,392
-163
-2% -$16.7K 0.49% 73
2023
Q4 		$1.03M Buy
10,555
+210
+2% +$19.2K 0.48% 81
2023
Q3 		$999K Sell
10,345
-332
-3% -$31.6K 0.53% 73
2023
Q2 		$975K Buy
10,677
+317
+3% +$26.7K 0.52% 74
2023
Q1 		$903K Buy
10,360
+667
+7% +$58.3K 0.51% 78
2022
Q4 		$950K Buy
9,693
+20
+0.2% +$1.8K 0.57% 66
2022
Q3 		$774K Buy
9,673
+952
+11% +$79.1K 0.51% 75
2022
Q2 		$689K Sell
8,721
-29
-0.3% -$2.56K 0.49% 79
2022
Q1 		$770K Sell
8,750
-142
-2% -$13.4K 0.54% 71
2021
Q4 		$825K Buy
+8,892
New +$837K 0.53% 69

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
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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's EMR Position: Q2 2026 in Review

Comprehensive Financial Consultants Institutional increased its Emerson Electric (EMR) stake by 0.84% in Q2 2026, buying an estimated $11.1K and bringing the position to 9,536 shares worth $1.37M. The position accounts for 0.36% of the portfolio, ranked #89.

Comprehensive Financial Consultants Institutional first reported a position in EMR in Q4 2021 and has held it in 19 quarters since. 686 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Comprehensive Financial Consultants Institutional held 9,536 shares of Emerson Electric worth $1.37M as of Q2 2026.
  • Comprehensive Financial Consultants Institutional bought 79 Emerson Electric shares in Q2 2026, an estimated $11.1K.
  • Emerson Electric made up 0.36% of Comprehensive Financial Consultants Institutional's portfolio in Q2 2026, its #89 holding.
  • Comprehensive Financial Consultants Institutional first reported a position in Emerson Electric in Q4 2021 and has held it in 19 quarters since.
  • 686 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q2 2026, filed 15 Jul 2026.