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Forza Wealth Management’s Emerson Electric EMR Stock Holding History

Forza 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
Q2 		$2.57M Hold
17,941
– – 0.79% 37
2026
Q1 		$2.35M Buy
17,941
+191
+1% +$27.5K 0.82% 36
2025
Q4 		$2.36M Buy
17,750
+282
+2% +$37.4K 0.85% 36
2025
Q3 		$2.29M Sell
17,468
-200
-1% -$27.3K 0.88% 36
2025
Q2 		$2.36M Sell
17,668
-75
-0.4% -$8.6K 0.97% 32
2025
Q1 		$1.95M Buy
17,743
+30
+0.2% +$3.62K 0.87% 31
2024
Q4 		$2.2M Buy
17,713
+78
+0.4% +$9.46K 1% 29
2024
Q3 		$1.93M Buy
17,635
+475
+3% +$51.1K 0.88% 33
2024
Q2 		$1.89M Hold
17,160
– – 0.97% 30
2024
Q1 		$1.95M Sell
17,160
-100
-0.6% -$10.3K 1.01% 26
2023
Q4 		$1.68M Sell
17,260
-330
-2% -$30.2K 0.93% 31
2023
Q3 		$1.7M Sell
17,590
-125
-0.7% -$11.9K 0.88% 31
2023
Q2 		$1.6M Buy
17,715
+35
+0.2% +$2.95K 0.81% 32
2023
Q1 		$1.54M Buy
17,680
+852
+5% +$74.5K 0.79% 32
2022
Q4 		$1.62M Buy
+16,828
New +$1.51M 1.07% 27

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
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Forza Wealth Management's EMR Position: Q2 2026 in Review

Forza Wealth Management held its Emerson Electric (EMR) position steady in Q2 2026 at 17,941 shares worth $2.57M. The position accounts for 0.79% of the portfolio, ranked #37.

Forza Wealth Management first reported a position in EMR in Q4 2022 and has held it in 15 quarters since. 522 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Forza Wealth Management held 17,941 shares of Emerson Electric worth $2.57M as of Q2 2026.
  • Forza Wealth Management left its Emerson Electric share count unchanged in Q2 2026.
  • Emerson Electric made up 0.79% of Forza Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Forza Wealth Management first reported a position in Emerson Electric in Q4 2022 and has held it in 15 quarters since.
  • 522 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.