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Diversified Trust’s Emerson Electric EMR Stock Holding History

Diversified Trust’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 		$4.89M Buy
34,161
+3,604
+12% +$507K 0.08% 140
2026
Q1 		$4M Sell
30,557
-574
-2% -$82.5K 0.07% 147
2025
Q4 		$4.13M Buy
31,131
+1,428
+5% +$189K 0.08% 136
2025
Q3 		$3.9M Sell
29,703
-722
-2% -$98.4K 0.08% 138
2025
Q2 		$4.06M Sell
30,425
-717
-2% -$82.3K 0.09% 122
2025
Q1 		$3.41M Sell
31,142
-427
-1% -$51.5K 0.08% 142
2024
Q4 		$3.91M Buy
31,569
+6,357
+25% +$771K 0.1% 118
2024
Q3 		$2.76M Buy
25,212
+2,518
+11% +$271K 0.07% 174
2024
Q2 		$2.5M Buy
22,694
+83
+0.4% +$9.18K 0.07% 166
2024
Q1 		$2.56M Buy
22,611
+207
+0.9% +$21.3K 0.08% 161
2023
Q4 		$2.18M Sell
22,404
-4,798
-18% -$439K 0.07% 159
2023
Q3 		$2.63M Buy
27,202
+1,570
+6% +$150K 0.1% 115
2023
Q2 		$2.32M Buy
25,632
+3,714
+17% +$313K 0.08% 134
2023
Q1 		$1.91M Buy
21,918
+3,475
+19% +$304K 0.07% 151
2022
Q4 		$1.77M Buy
18,443
+3,010
+20% +$271K 0.07% 147
2022
Q3 		$1.13M Buy
15,433
+4,765
+45% +$396K 0.05% 183
2022
Q2 		$849K Buy
10,668
+1,889
+22% +$167K 0.04% 255
2022
Q1 		$861K Buy
8,779
+1,926
+28% +$182K 0.03% 292
2021
Q4 		$637K Buy
6,853
+1,354
+25% +$127K 0.02% 373
2021
Q3 		$518K Buy
5,499
+911
+20% +$90.9K 0.02% 386
2021
Q2 		$442K Sell
4,588
-2,698
-37% -$254K 0.02% 438
2021
Q1 		$657K Sell
7,286
-338
-4% -$29.1K 0.03% 296
2020
Q4 		$613K Buy
7,624
+264
+4% +$19.6K 0.02% 289
2020
Q3 		$483K Buy
7,360
+2,537
+53% +$167K 0.02% 321
2020
Q2 		$299K Sell
4,823
-2,167
-31% -$123K 0.02% 393
2020
Q1 		$333K Buy
6,990
+2,574
+58% +$169K 0.02% 281
2019
Q4 		$337K Buy
+4,416
New +$318K 0.02% 316
2015
Q3 		– Sell
-53,056
Closed -$2.94M – 435
2015
Q2 		$2.94M Sell
53,056
-1,650
-3% -$96.9K 0.28% 79
2015
Q1 		$3.1M Buy
54,706
+9,195
+20% +$534K 0.27% 77
2014
Q4 		$2.81M Buy
+45,511
New +$2.85M 0.25% 84
2014
Q2 		$2.28M Buy
+34,413
New +$2.31M 0.19% 117
2013
Q4 		$1.54M Hold
21,913
– – 0.16% 126
2013
Q3 		$1.42M Buy
21,913
+7,874
+56% +$482K 0.15% 143
2013
Q2 		$766K Buy
+14,039
New +$789K 0.09% 228

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
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Diversified Trust's EMR Position: Q2 2026 in Review

Diversified Trust increased its Emerson Electric (EMR) stake by 12% in Q2 2026, buying an estimated $507K and bringing the position to 34,161 shares worth $4.89M. The position accounts for 0.08% of the portfolio, ranked #140.

Diversified Trust first reported a position in EMR in Q2 2013 and has held it in 34 quarters since. 612 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Diversified Trust held 34,161 shares of Emerson Electric worth $4.89M as of Q2 2026.
  • Diversified Trust bought 3,604 Emerson Electric shares in Q2 2026, an estimated $507K.
  • Emerson Electric made up 0.08% of Diversified Trust's portfolio in Q2 2026, its #140 holding.
  • Diversified Trust first reported a position in Emerson Electric in Q2 2013 and has held it in 34 quarters since.
  • 612 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.