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Everhart Financial Group’s Emerson Electric EMR Stock Holding History

Everhart Financial Group’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 		$494K Sell
3,450
-712
-17% -$100K 0.03% 279
2026
Q1 		$545K Buy
4,162
+1,410
+51% +$203K 0.05% 257
2025
Q4 		$365K Buy
2,752
+295
+12% +$39.1K 0.03% 298
2025
Q3 		$322K Buy
+2,457
New +$335K 0.03% 303

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

Everhart Financial Group's EMR Position: Q2 2026 in Review

Everhart Financial Group reduced its Emerson Electric (EMR) stake by 17% in Q2 2026, selling an estimated $100K and leaving 3,450 shares worth $494K. The position accounts for 0.03% of the portfolio, ranked #279.

Everhart Financial Group first reported a position in EMR in Q3 2025 and has held it in 4 quarters since. The position peaked at $545K in Q1 2026. 601 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Everhart Financial Group held 3,450 shares of Emerson Electric worth $494K as of Q2 2026.
  • Everhart Financial Group sold 712 Emerson Electric shares in Q2 2026, an estimated $100K.
  • Emerson Electric made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #279 holding.
  • Everhart Financial Group first reported a position in Emerson Electric in Q3 2025 and has held it in 4 quarters since.
  • Everhart Financial Group's Emerson Electric position peaked at $545K in Q1 2026.
  • 601 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.