Edmond de Rothschild Holding’s Emerson Electric EMR Stock Holding History

Edmond de Rothschild Holding’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	$12.7M	Buy	88,630 +1,392	+2%	+$196K	0.17%	120
2026 Q1	$11.4M	Sell	87,238 -7,395	-8%	-$1.06M	0.17%	115
2025 Q4	$12.6M	Buy	94,633 +4,199	+5%	+$557K	0.18%	111
2025 Q3	$11.9M	Sell	90,434 -15,267	-14%	-$2.08M	0.18%	112
2025 Q2	$14.1M	Sell	105,701 -22,910	-18%	-$2.63M	0.22%	100
2025 Q1	$14.1M	Sell	128,611 -275,654	-68%	-$33.2M	0.25%	99
2024 Q4	$50.1M	Sell	404,265 -52,283	-11%	-$6.34M	0.86%	27
2024 Q3	$49.9M	Buy	456,548 +19,117	+4%	+$2.06M	0.8%	28
2024 Q2	$48.2M	Buy	437,431 +15,541	+4%	+$1.72M	0.82%	29
2024 Q1	$47.9M	Buy	421,890 +81,447	+24%	+$8.37M	0.8%	32
2023 Q4	$33.1M	Buy	340,443 +320,236	+1,585%	+$29.3M	0.59%	46
2023 Q3	$1.95M	Sell	20,207 -2,860	-12%	-$272K	0.04%	246
2023 Q2	$2.09M	Buy	23,067 +1,179	+5%	+$99.2K	0.04%	255
2023 Q1	$1.91M	Buy	21,888 +2,267	+12%	+$198K	0.04%	258
2022 Q4	$1.88M	Sell	19,621 -9,826	-33%	-$883K	0.04%	255
2022 Q3	$2.16M	Sell	29,447 -8,012	-21%	-$665K	0.06%	230
2022 Q2	$2.98M	Buy	37,459 +36,973	+7,608%	+$3.26M	0.07%	213
2022 Q1	$48K	Hold	486	–	–	﹤0.01%	675
2021 Q4	$45K	Sell	486 -571	-54%	-$53.8K	﹤0.01%	711
2021 Q3	$100K	Hold	1,057	–	–	﹤0.01%	630
2021 Q2	$102K	Hold	1,057	–	–	﹤0.01%	610
2021 Q1	$95K	Hold	1,057	–	–	﹤0.01%	569
2020 Q4	$85K	Hold	1,057	–	–	﹤0.01%	522
2020 Q3	$69K	Hold	1,057	–	–	﹤0.01%	496
2020 Q2	$66K	Sell	1,057 -4,000	-79%	-$227K	﹤0.01%	477
2020 Q1	$241K	Hold	5,057	–	–	0.01%	323
2019 Q4	$386K	Hold	5,057	–	–	0.02%	310
2019 Q3	$338K	Buy	5,057 +111	+2%	+$6.98K	0.01%	332
2019 Q2	$330K	Buy	4,946 +173	+4%	+$11.6K	0.01%	331
2019 Q1	$327K	Sell	4,773 -1,000	-17%	-$65.8K	0.01%	328
2018 Q4	$345K	Buy	5,773 +773	+15%	+$52.1K	0.01%	337
2018 Q3	$383K	Hold	5,000	–	–	0.01%	369
2018 Q2	$346K	Hold	5,000	–	–	0.01%	376
2018 Q1	$342K	Sell	5,000 -1,000	-17%	-$71.2K	0.01%	389
2017 Q4	$418K	Sell	6,000 -220	-4%	-$14.3K	0.01%	391
2017 Q3	$391K	Sell	6,220 -2,600	-29%	-$157K	0.01%	396
2017 Q2	$526K	Sell	8,820 -4,842	-35%	-$287K	0.01%	371
2017 Q1	$818K	Hold	13,662	–	–	0.02%	312
2016 Q4	$762K	Buy	13,662 +2,342	+21%	+$126K	0.02%	313
2016 Q3	$617K	Hold	11,320	–	–	0.02%	337
2016 Q2	$590K	Sell	11,320 -1,310	-10%	-$69.6K	0.02%	338
2016 Q1	$687K	Sell	12,630 -500	-4%	-$24.1K	0.02%	311
2015 Q4	$628K	Buy	13,130 +3,500	+36%	+$167K	0.02%	334
2015 Q3	$425K	Buy	9,630 +6,000	+165%	+$295K	0.01%	368
2015 Q2	$201K	Buy	+3,630	New	+$213K	﹤0.01%	481

Other funds holding EMR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Edmond de Rothschild Holding's EMR Position: Q2 2026 in Review

Edmond de Rothschild Holding increased its Emerson Electric (EMR) stake by 1.6% in Q2 2026, buying an estimated $196K and bringing the position to 88,630 shares worth $12.7M. The position accounts for 0.17% of the portfolio, ranked #120.

Edmond de Rothschild Holding first reported a position in EMR in Q2 2015 and has held it in 45 quarters since. The position peaked at $50.1M in Q4 2024. 2,284 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Edmond de Rothschild Holding held 88,630 shares of Emerson Electric worth $12.7M as of Q2 2026.
Edmond de Rothschild Holding bought 1,392 Emerson Electric shares in Q2 2026, an estimated $196K.
Emerson Electric made up 0.17% of Edmond de Rothschild Holding's portfolio in Q2 2026, its #120 holding.
Edmond de Rothschild Holding first reported a position in Emerson Electric in Q2 2015 and has held it in 45 quarters since.
Edmond de Rothschild Holding's Emerson Electric position peaked at $50.1M in Q4 2024.
2,284 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2026, filed 10 Aug 2026.