Cyndeo Wealth Partners
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
Q3 		$745K Buy
4,803
+268
+6% +$40.3K 0.03% 309
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 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
Newport Trust Company
Newport Trust Company Washington, District of Columbia $37.2B AUM 2.85% 1-Year Est. Return

Cyndeo Wealth Partners's EMR Position: Q3 2026 in Review

Cyndeo Wealth Partners increased its Emerson Electric (EMR) stake by 5.9% in Q3 2026, buying an estimated $40.3K and bringing the position to 4,803 shares worth $745K. The position accounts for 0.03% of the portfolio, ranked #309.

Cyndeo Wealth Partners first reported a position in EMR in Q1 2023 and has held it in 15 quarters since. 1,866 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Cyndeo Wealth Partners held 4,803 shares of Emerson Electric worth $745K as of Q3 2026.
  • Cyndeo Wealth Partners bought 268 Emerson Electric shares in Q3 2026, an estimated $40.3K.
  • Emerson Electric made up 0.03% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #309 holding.
  • Cyndeo Wealth Partners first reported a position in Emerson Electric in Q1 2023 and has held it in 15 quarters since.
  • 1,866 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.