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Connecticut Wealth Management’s Emerson Electric EMR Stock Holding History

Connecticut 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
Q2 		$677K Hold
4,728
– – 0.03% 203
2026
Q1 		$620K Sell
4,728
-400
-8% -$57.5K 0.03% 207
2025
Q4 		$681K Sell
5,128
-200
-4% -$26.5K 0.03% 195
2025
Q3 		$699K Sell
5,328
-55
-1% -$7.5K 0.03% 191
2025
Q2 		$718K Hold
5,383
– – 0.03% 186
2025
Q1 		$590K Sell
5,383
-24
-0.4% -$2.89K 0.03% 196
2024
Q4 		$670K Sell
5,407
-26
-0.5% -$3.15K 0.03% 162
2024
Q3 		$594K Buy
5,433
+25
+0.5% +$2.69K 0.03% 202
2024
Q2 		$596K Buy
5,408
+50
+0.9% +$5.53K 0.03% 203
2024
Q1 		$608K Sell
5,358
-25
-0.5% -$2.57K 0.03% 198
2023
Q4 		$524K Buy
5,383
+777
+17% +$71.1K 0.03% 205
2023
Q3 		$445K Buy
4,606
+1,774
+63% +$169K 0.03% 183
2023
Q2 		$256K Buy
2,832
+217
+8% +$18.3K 0.02% 224
2023
Q1 		$228K Sell
2,615
-10
-0.4% -$874 0.02% 228
2022
Q4 		$252K Buy
+2,625
New +$236K 0.02% 172
2022
Q3 		– Sell
-2,587
Closed -$206K – 195
2022
Q2 		$206K Buy
2,587
+168
+7% +$14.8K 0.02% 179
2022
Q1 		$237K Hold
2,419
– – 0.02% 169
2021
Q4 		$225K Buy
2,419
+19
+0.8% +$1.79K 0.02% 186
2021
Q3 		$226K Hold
2,400
– – 0.02% 187
2021
Q2 		$231K Sell
2,400
-198
-8% -$18.6K 0.02% 177
2021
Q1 		$234K Hold
2,598
– – 0.02% 151
2020
Q4 		$209K Buy
+2,598
New +$193K 0.02% 182
2020
Q1 		– Sell
-3,200
Closed -$244K – 146
2019
Q4 		$244K Buy
+3,200
New +$231K 0.03% 148

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
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

Connecticut Wealth Management's EMR Position: Q2 2026 in Review

Connecticut Wealth Management held its Emerson Electric (EMR) position steady in Q2 2026 at 4,728 shares worth $677K. The position accounts for 0.03% of the portfolio, ranked #203.

Connecticut Wealth Management first reported a position in EMR in Q4 2019 and has held it in 23 quarters since. The position peaked at $718K in Q2 2025. 1,079 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Connecticut Wealth Management held 4,728 shares of Emerson Electric worth $677K as of Q2 2026.
  • Connecticut Wealth Management left its Emerson Electric share count unchanged in Q2 2026.
  • Emerson Electric made up 0.03% of Connecticut Wealth Management's portfolio in Q2 2026, its #203 holding.
  • Connecticut Wealth Management first reported a position in Emerson Electric in Q4 2019 and has held it in 23 quarters since.
  • Connecticut Wealth Management's Emerson Electric position peaked at $718K in Q2 2025.
  • 1,079 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.