Evelyn Partners
EMR icon

Evelyn Partners’s Emerson Electric EMR Stock Holding History

Evelyn 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 		$671K Sell
4,327
-447
-9% -$67.3K 0.01% 223
2026
Q2 		$683K Buy
+4,774
New +$672K ﹤0.01% 196

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Evelyn Partners's EMR Position: Q3 2026 in Review

Evelyn Partners reduced its Emerson Electric (EMR) stake by 9.4% in Q3 2026, selling an estimated $67.3K and leaving 4,327 shares worth $671K. The position accounts for 0.01% of the portfolio, ranked #223.

Evelyn Partners first reported a position in EMR in Q2 2026 and has held it in 2 quarters since. The position peaked at $683K in Q2 2026. 2,069 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Evelyn Partners held 4,327 shares of Emerson Electric worth $671K as of Q3 2026.
  • Evelyn Partners sold 447 Emerson Electric shares in Q3 2026, an estimated $67.3K.
  • Emerson Electric made up 0.01% of Evelyn Partners's portfolio in Q3 2026, its #223 holding.
  • Evelyn Partners first reported a position in Emerson Electric in Q2 2026 and has held it in 2 quarters since.
  • Evelyn Partners's Emerson Electric position peaked at $683K in Q2 2026.
  • 2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.