CWP
EMR icon

Cyndeo Wealth Partners’s Emerson Electric EMR Stock Holding History

Cyndeo Wealth Partners’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 		$649K Buy
4,535
+1,366
+43% +$192K 0.03% 315
2026
Q1 		$415K Buy
3,169
+188
+6% +$27K 0.02% 353
2025
Q4 		$396K Hold
2,981
– – 0.02% 359
2025
Q3 		$391K Sell
2,981
-311
-9% -$42.4K 0.02% 346
2025
Q2 		$439K Sell
3,292
-713
-18% -$81.8K 0.03% 322
2025
Q1 		$439K Sell
4,005
-47
-1% -$5.67K 0.03% 317
2024
Q4 		$502K Buy
4,052
+17
+0.4% +$2.06K 0.03% 297
2024
Q3 		$441K Buy
4,035
+177
+5% +$19K 0.03% 314
2024
Q2 		$425K Buy
3,858
+191
+5% +$21.1K 0.03% 296
2024
Q1 		$416K Buy
3,667
+9
+0.2% +$924 0.03% 279
2023
Q4 		$356K Hold
3,658
– – 0.03% 289
2023
Q3 		$353K Sell
3,658
-18
-0.5% -$1.71K 0.04% 256
2023
Q2 		$332K Sell
3,676
-277
-7% -$23.3K 0.03% 256
2023
Q1 		$344K Buy
+3,953
New +$345K 0.04% 247

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
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Cyndeo Wealth Partners's EMR Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Emerson Electric (EMR) stake by 43% in Q2 2026, buying an estimated $192K and bringing the position to 4,535 shares worth $649K. The position accounts for 0.03% of the portfolio, ranked #315.

Cyndeo Wealth Partners first reported a position in EMR in Q1 2023 and has held it in 14 quarters since. 542 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Cyndeo Wealth Partners held 4,535 shares of Emerson Electric worth $649K as of Q2 2026.
  • Cyndeo Wealth Partners bought 1,366 Emerson Electric shares in Q2 2026, an estimated $192K.
  • Emerson Electric made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #315 holding.
  • Cyndeo Wealth Partners first reported a position in Emerson Electric in Q1 2023 and has held it in 14 quarters since.
  • 542 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.