EWM
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Empirical Wealth Management’s Emerson Electric EMR Stock Holding History

Empirical Wealth Management’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 		$689K Buy
4,816
+760
+19% +$107K 0.01% 531
2026
Q1 		$531K Buy
4,056
+89
+2% +$12.8K 0.01% 556
2025
Q4 		$526K Buy
3,967
+230
+6% +$30.5K 0.01% 490
2025
Q3 		$490K Sell
3,737
-71,879
-95% -$9.8M 0.01% 476
2025
Q2 		$10.1M Sell
75,616
-1,719
-2% -$197K 0.23% 90
2025
Q1 		$8.48M Buy
77,335
+73,107
+1,729% +$8.81M 0.22% 94
2024
Q4 		$524K Sell
4,228
-389
-8% -$47.2K 0.01% 379
2024
Q3 		$505K Sell
4,617
-496
-10% -$53.4K 0.01% 369
2024
Q2 		$563K Buy
5,113
+992
+24% +$110K 0.02% 334
2024
Q1 		$467K Sell
4,121
-60
-1% -$6.16K 0.01% 356
2023
Q4 		$407K Buy
4,181
+9
+0.2% +$824 0.01% 352
2023
Q3 		$403K Buy
4,172
+832
+25% +$79.2K 0.02% 332
2023
Q2 		$302K Buy
3,340
+311
+10% +$26.2K 0.01% 372
2023
Q1 		$264K Sell
3,029
-28
-0.9% -$2.45K 0.01% 410
2022
Q4 		$294K Sell
3,057
-444
-13% -$39.9K 0.01% 378
2022
Q3 		$256K Buy
3,501
+129
+4% +$10.7K 0.01% 406
2022
Q2 		$268K Sell
3,372
-412
-11% -$36.3K 0.01% 406
2022
Q1 		$371K Sell
3,784
-646
-15% -$61.2K 0.02% 368
2021
Q4 		$412K Sell
4,430
-914
-17% -$86.1K 0.02% 376
2021
Q3 		$503K Buy
5,344
+421
+9% +$42K 0.03% 298
2021
Q2 		$474K Buy
4,923
+719
+17% +$67.6K 0.03% 309
2021
Q1 		$379K Buy
4,204
+1,032
+33% +$88.8K 0.03% 292
2020
Q4 		$255K Buy
+3,172
New +$236K 0.02% 317
2020
Q1 		– Sell
-2,778
Closed -$212K – 336
2019
Q4 		$212K Buy
+2,778
New +$200K 0.02% 307
2015
Q3 		– Sell
-3,784
Closed -$210K – 117
2015
Q2 		$210K Buy
+3,784
New +$222K 0.05% 112

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Empirical Wealth Management's EMR Position: Q2 2026 in Review

Empirical Wealth Management increased its Emerson Electric (EMR) stake by 19% in Q2 2026, buying an estimated $107K and bringing the position to 4,816 shares worth $689K. The position accounts for 0.01% of the portfolio, ranked #531.

Empirical Wealth Management first reported a position in EMR in Q2 2015 and has held it in 25 quarters since. The position peaked at $10.1M in Q2 2025. 975 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Empirical Wealth Management held 4,816 shares of Emerson Electric worth $689K as of Q2 2026.
  • Empirical Wealth Management bought 760 Emerson Electric shares in Q2 2026, an estimated $107K.
  • Emerson Electric made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #531 holding.
  • Empirical Wealth Management first reported a position in Emerson Electric in Q2 2015 and has held it in 25 quarters since.
  • Empirical Wealth Management's Emerson Electric position peaked at $10.1M in Q2 2025.
  • 975 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.