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Financial Planning Hawaii’s Emerson Electric EMR Stock Holding History

Financial Planning Hawaii’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 		$356K Buy
2,486
+2
+0.1% +$282 0.19% 90
2026
Q1 		$325K Hold
2,484
– – 0.19% 97
2025
Q4 		$330K Buy
+2,484
New +$330K 0.19% 101

Other funds holding EMR

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Financial Planning Hawaii's EMR Position: Q2 2026 in Review

Financial Planning Hawaii increased its Emerson Electric (EMR) stake by 0.08% in Q2 2026, buying an estimated $282 and bringing the position to 2,486 shares worth $356K. The position accounts for 0.19% of the portfolio, ranked #90.

Financial Planning Hawaii first reported a position in EMR in Q4 2025 and has held it in 3 quarters since. 1,408 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Financial Planning Hawaii held 2,486 shares of Emerson Electric worth $356K as of Q2 2026.
  • Financial Planning Hawaii bought 2 Emerson Electric shares in Q2 2026, an estimated $282.
  • Emerson Electric made up 0.19% of Financial Planning Hawaii's portfolio in Q2 2026, its #90 holding.
  • Financial Planning Hawaii first reported a position in Emerson Electric in Q4 2025 and has held it in 3 quarters since.
  • 1,408 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Financial Planning Hawaii's 13F filing for Q2 2026, filed 23 Jul 2026.