Covestor
EMR icon

Covestor’s Emerson Electric EMR Stock Holding History

Covestor’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 		$27K Buy
173
+36
+26% +$5.42K 0.02% 995
2026
Q2 		$20K Sell
137
-23
-14% -$3.24K 0.01% 1168
2026
Q1 		$21K Sell
160
-72
-31% -$10.4K 0.01% 1084
2025
Q4 		$31K Buy
232
+6
+3% +$796 0.02% 1085
2025
Q3 		$30K Sell
226
-870
-79% -$119K 0.02% 1118
2025
Q2 		$146K Buy
1,096
+269
+33% +$30.9K 0.09% 331
2025
Q1 		$91K Sell
827
-345
-29% -$41.6K 0.06% 550
2024
Q4 		$145K Buy
1,172
+37
+3% +$4.49K 0.09% 305
2024
Q3 		$124K Buy
1,135
+850
+298% +$91.5K 0.08% 397
2024
Q2 		$31K Hold
285
– – 0.02% 1037
2024
Q1 		$32K Sell
285
-920
-76% -$94.5K 0.02% 1045
2023
Q4 		$117K Sell
1,205
-169
-12% -$15.5K 0.08% 394
2023
Q3 		$133K Buy
1,374
+4
+0.3% +$381 0.1% 272
2023
Q2 		$124K Buy
1,370
+75
+6% +$6.31K 0.09% 321
2023
Q1 		$113K Sell
1,295
-75
-5% -$6.55K 0.1% 313
2022
Q4 		$132K Sell
1,370
-47
-3% -$4.22K 0.11% 267
2022
Q3 		$104K Sell
1,417
-92
-6% -$7.64K 0.09% 335
2022
Q2 		$120K Sell
1,509
-18
-1% -$1.59K 0.1% 310
2022
Q1 		$150K Buy
1,527
+529
+53% +$50.1K 0.1% 271
2021
Q4 		$93K Buy
+998
New +$94K 0.13% 194

Other funds holding EMR

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.3B AUM 19.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Covestor's EMR Position: Q3 2026 in Review

Covestor increased its Emerson Electric (EMR) stake by 26% in Q3 2026, buying an estimated $5.42K and bringing the position to 173 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #995.

Covestor first reported a position in EMR in Q4 2021 and has held it in 20 quarters since. The position peaked at $150K in Q1 2022. 1,436 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Covestor held 173 shares of Emerson Electric worth $27K as of Q3 2026.
  • Covestor bought 36 Emerson Electric shares in Q3 2026, an estimated $5.42K.
  • Emerson Electric made up 0.02% of Covestor's portfolio in Q3 2026, its #995 holding.
  • Covestor first reported a position in Emerson Electric in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Emerson Electric position peaked at $150K in Q1 2022.
  • 1,436 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.