Freestone Capital Holdings
EMR icon

Freestone Capital Holdings’s Emerson Electric EMR Stock Holding History

Freestone Capital Holdings’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 		$215K Buy
+1,386
New +$209K 0.01% 502
2022
Q2 		– Sell
-4,886
Closed -$479K – 481
2022
Q1 		$479K Buy
+4,886
New +$463K 0.02% 355
2021
Q1 		– Sell
-271
Closed -$21.8K – 603
2020
Q4 		$21.8K Hold
271
– – ﹤0.01% 723
2020
Q3 		$17.8K Buy
+271
New +$17.8K ﹤0.01% 663
2020
Q2 		– Sell
-7,000
Closed -$334K – 362
2020
Q1 		$334K Buy
+7,000
New +$461K 0.01% 294
2018
Q3 		– Sell
-3,261
Closed -$225K – 401
2018
Q2 		$225K Sell
3,261
-15,018
-82% -$1.06M ﹤0.01% 338
2018
Q1 		$1.25M Sell
18,279
-54,624
-75% -$3.89M 0.07% 193
2017
Q4 		$5.08M Buy
72,903
+3,375
+5% +$219K 0.35% 84
2017
Q3 		$4.37M Buy
69,528
+7,319
+12% +$441K 0.31% 99
2017
Q2 		$3.71M Buy
62,209
+6,022
+11% +$357K 0.29% 93
2017
Q1 		$3.36M Buy
56,187
+51,157
+1,017% +$3.05M 0.26% 97
2016
Q4 		$280K Sell
5,030
-41,507
-89% -$2.23M 0.02% 301
2016
Q3 		$2.54M Buy
46,537
+5,860
+14% +$314K 0.23% 95
2016
Q2 		$2.12M Buy
40,677
+6,730
+20% +$357K 0.21% 107
2016
Q1 		$1.85M Sell
33,947
-14,846
-30% -$716K 0.19% 95
2015
Q4 		$2.33M Buy
48,793
+17,228
+55% +$820K 0.24% 66
2015
Q3 		$1.39M Buy
31,565
+1,038
+3% +$51K 0.15% 119
2015
Q2 		$1.69M Sell
30,527
-7,238
-19% -$425K 0.27% 52
2015
Q1 		$2.14M Buy
+37,765
New +$2.19M 0.34% 41

Other funds holding EMR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Freestone Capital Holdings's EMR Position: Q3 2026 in Review

Freestone Capital Holdings opened a new position in Emerson Electric (EMR) in Q3 2026: 1,386 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #502 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in EMR as recently as Q1 2022.

Freestone Capital Holdings first reported a position in EMR in Q1 2015 and has held it in 19 quarters since. The position peaked at $5.08M in Q4 2017. 2,069 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • Freestone Capital Holdings held 1,386 shares of Emerson Electric worth $215K as of Q3 2026.
  • Emerson Electric was a new Freestone Capital Holdings position in Q3 2026.
  • Emerson Electric made up 0.01% of Freestone Capital Holdings's portfolio in Q3 2026, its #502 holding.
  • Freestone Capital Holdings first reported a position in Emerson Electric in Q1 2015 and has held it in 19 quarters since.
  • Freestone Capital Holdings's Emerson Electric position peaked at $5.08M in Q4 2017.
  • 2,069 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on Freestone Capital Holdings's 13F filing for Q3 2026, filed 9 Nov 2026.