Fiduciary Alliance’s Emerson Electric EMR Stock Holding History

Fiduciary Alliance’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	$1.44M	Buy	9,304 +706	+8%	+$106K	0.11%	186
2026 Q2	$1.23M	Sell	8,598 -53	-0.6%	-$7.46K	0.08%	238
2026 Q1	$1.21M	Sell	8,651 -36	-0.4%	-$5.18K	0.07%	238
2025 Q4	$1.15M	Buy	8,687 +101	+1%	+$13.4K	0.08%	221
2025 Q3	$1.13M	Sell	8,586 -439	-5%	-$59.9K	0.08%	220
2025 Q2	$1.2M	Sell	9,025 -89	-1%	-$10.2K	0.09%	203
2025 Q1	$999K	Buy	9,114 +141	+2%	+$17K	0.1%	167
2024 Q4	$1.11M	Buy	+8,973	New	+$1.09M	0.11%	158
2023 Q3	–	Sell	-26	Closed	-$2.35K	–	393
2023 Q2	$2.35K	Buy	+26	New	+$2.19K	﹤0.01%	786
2023 Q1	–	Sell	-26	Closed	-$2.5K	–	357
2022 Q4	$2.5K	Buy	+26	New	+$2.34K	﹤0.01%	656

Other funds holding EMR

Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Fiduciary Alliance's EMR Position: Q3 2026 in Review

Fiduciary Alliance increased its Emerson Electric (EMR) stake by 8.2% in Q3 2026, buying an estimated $106K and bringing the position to 9,304 shares worth $1.44M. The position accounts for 0.11% of the portfolio, ranked #186.

Fiduciary Alliance first reported a position in EMR in Q4 2022 and has held it in 10 quarters since. 717 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

Fiduciary Alliance held 9,304 shares of Emerson Electric worth $1.44M as of Q3 2026.
Fiduciary Alliance bought 706 Emerson Electric shares in Q3 2026, an estimated $106K.
Emerson Electric made up 0.11% of Fiduciary Alliance's portfolio in Q3 2026, its #186 holding.
Fiduciary Alliance first reported a position in Emerson Electric in Q4 2022 and has held it in 10 quarters since.
717 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.