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Cottonwood Capital Advisors’s Emerson Electric EMR Stock Holding History

Cottonwood Capital Advisors’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 		$828K Sell
5,785
-1
-0% -$141 0.5% 39
2026
Q1 		$758K Hold
5,786
– – 0.53% 40
2025
Q4 		$768K Hold
5,786
– – 0.55% 39
2025
Q3 		$759K Hold
5,786
– – 0.55% 40
2025
Q2 		$771K Hold
5,786
– – 0.52% 47
2025
Q1 		$634K Hold
5,786
– – 0.47% 49
2024
Q4 		$717K Sell
5,786
-28
-0.5% -$3.4K 0.51% 46
2024
Q3 		$636K Sell
5,814
-84
-1% -$9.04K 0.47% 50
2024
Q2 		$646K Sell
5,898
-9
-0.2% -$995 0.51% 50
2024
Q1 		$660K Sell
5,907
-29
-0.5% -$2.98K 0.52% 51
2023
Q4 		$578K Sell
5,936
-20
-0.3% -$1.83K 0.48% 53
2023
Q3 		$575K Sell
5,956
-94
-2% -$8.95K 0.54% 49
2023
Q2 		$547K Sell
6,050
-38
-0.6% -$3.2K 0.5% 46
2023
Q1 		$531K Sell
6,088
-42
-0.7% -$3.67K 0.49% 50
2022
Q4 		$589K Sell
6,130
-2
-0% -$180 0.53% 46
2022
Q3 		$449K Buy
6,132
+39
+0.6% +$3.24K 0.43% 54
2022
Q2 		$485K Sell
6,093
-6
-0.1% -$529 0.44% 54
2022
Q1 		$598K Sell
6,099
-190
-3% -$18K 0.47% 49
2021
Q4 		$585K Buy
+6,289
New +$592K 0.45% 51

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 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

Cottonwood Capital Advisors's EMR Position: Q2 2026 in Review

Cottonwood Capital Advisors reduced its Emerson Electric (EMR) stake by 0.02% in Q2 2026, selling an estimated $141 and leaving 5,785 shares worth $828K. The position accounts for 0.5% of the portfolio, ranked #39.

Cottonwood Capital Advisors first reported a position in EMR in Q4 2021 and has held it in 19 quarters since. 1,135 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Cottonwood Capital Advisors held 5,785 shares of Emerson Electric worth $828K as of Q2 2026.
  • Cottonwood Capital Advisors sold 1 Emerson Electric share in Q2 2026, an estimated $141.
  • Emerson Electric made up 0.5% of Cottonwood Capital Advisors's portfolio in Q2 2026, its #39 holding.
  • Cottonwood Capital Advisors first reported a position in Emerson Electric in Q4 2021 and has held it in 19 quarters since.
  • 1,135 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Cottonwood Capital Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.