FMA Wealth Management’s Emerson Electric EMR Stock Holding History

FMA 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 Q3	$405K	Hold	2,611	–	–	0.26%	31
2026 Q2	$374K	Hold	2,611	–	–	0.24%	31
2026 Q1	$342K	Hold	2,611	–	–	0.23%	32
2025 Q4	$347K	Hold	2,611	–	–	0.22%	34
2025 Q3	$343K	Hold	2,611	–	–	0.24%	33
2025 Q2	$348K	Buy	+2,611	New	+$300K	0.26%	32
2025 Q1	–	Sell	-2,611	Closed	-$324K	–	45
2024 Q4	$324K	Hold	2,611	–	–	0.24%	33
2024 Q3	$286K	Hold	2,611	–	–	0.21%	34
2024 Q2	$288K	Sell	2,611 -204	-7%	-$22.6K	0.23%	37
2024 Q1	$319K	Hold	2,815	–	–	0.26%	35
2023 Q4	$274K	Buy	+2,815	New	+$258K	0.25%	34

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

FMA Wealth Management's EMR Position: Q3 2026 in Review

FMA Wealth Management held its Emerson Electric (EMR) position steady in Q3 2026 at 2,611 shares worth $405K. The position accounts for 0.26% of the portfolio, ranked #31.

FMA Wealth Management first reported a position in EMR in Q4 2023 and has held it in 11 quarters since. 663 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

FMA Wealth Management held 2,611 shares of Emerson Electric worth $405K as of Q3 2026.
FMA Wealth Management left its Emerson Electric share count unchanged in Q3 2026.
Emerson Electric made up 0.26% of FMA Wealth Management's portfolio in Q3 2026, its #31 holding.
FMA Wealth Management first reported a position in Emerson Electric in Q4 2023 and has held it in 11 quarters since.
663 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on FMA Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.