Forza Wealth Management
EMR icon

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
Q3 		$2.9M Buy
18,676
+735
+4% +$111K 0.84% 31
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

Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
James Hambro & Partners
James Hambro & Partners London, United Kingdom $2.87B AUM 19.92% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

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

Forza Wealth Management increased its Emerson Electric (EMR) stake by 4.1% in Q3 2026, buying an estimated $111K and bringing the position to 18,676 shares worth $2.9M. The position accounts for 0.84% of the portfolio, ranked #31.

Forza Wealth Management first reported a position in EMR in Q4 2022 and has held it in 16 quarters since. 717 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Forza Wealth Management held 18,676 shares of Emerson Electric worth $2.9M as of Q3 2026.
  • Forza Wealth Management bought 735 Emerson Electric shares in Q3 2026, an estimated $111K.
  • Emerson Electric made up 0.84% of Forza Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Forza Wealth Management first reported a position in Emerson Electric in Q4 2022 and has held it in 16 quarters since.
  • 717 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.