Cordatus Wealth Management’s Emerson Electric EMR Stock Holding History

Cordatus 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	$2.57M	Sell	17,936 -82	-0.5%	-$11.5K	0.56%	51
2026 Q1	$2.36M	Sell	18,018 -109	-0.6%	-$15.7K	0.56%	55
2025 Q4	$2.41M	Sell	18,127 -189	-1%	-$25.1K	0.56%	54
2025 Q3	$2.4M	Buy	+18,316	New	+$2.5M	0.57%	53
2022 Q2	–	Sell	-29,038	Closed	-$2.85M	–	144
2022 Q1	$2.85M	Sell	29,038 -1,541	-5%	-$146K	1%	21
2021 Q4	$2.84M	Buy	+30,579	New	+$2.88M	0.83%	37
2021 Q1	$2.51M	Sell	27,811 -2,146	-7%	-$185K	0.96%	27
2020 Q4	$2.41M	Sell	29,957 -732	-2%	-$54.4K	1.02%	31
2020 Q3	$2.01M	Buy	+30,689	New	+$2.02M	0.97%	35
2020 Q1	–	Sell	-11,396	Closed	-$869K	–	110
2019 Q4	$869K	Buy	11,396 +1,896	+20%	+$137K	0.43%	86
2019 Q3	$635K	Buy	9,500 +1,315	+16%	+$82.7K	0.33%	95
2019 Q2	$546K	Buy	8,185 +330	+4%	+$22.1K	0.32%	93
2019 Q1	$538K	Buy	7,855 +828	+12%	+$54.5K	0.3%	100
2018 Q4	$420K	Buy	+7,027	New	+$474K	0.3%	84

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Cordatus Wealth Management reduced its Emerson Electric (EMR) stake by 0.46% in Q2 2026, selling an estimated $11.5K and leaving 17,936 shares worth $2.57M. The position accounts for 0.56% of the portfolio, ranked #51.

Cordatus Wealth Management first reported a position in EMR in Q4 2018 and has held it in 14 quarters since. The position peaked at $2.85M in Q1 2022. 2,288 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Cordatus Wealth Management held 17,936 shares of Emerson Electric worth $2.57M as of Q2 2026.
Cordatus Wealth Management sold 82 Emerson Electric shares in Q2 2026, an estimated $11.5K.
Emerson Electric made up 0.56% of Cordatus Wealth Management's portfolio in Q2 2026, its #51 holding.
Cordatus Wealth Management first reported a position in Emerson Electric in Q4 2018 and has held it in 14 quarters since.
Cordatus Wealth Management's Emerson Electric position peaked at $2.85M in Q1 2022.
2,288 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

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