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Greystone Financial Group’s Emerson Electric EMR Stock Holding History

Greystone Financial Group’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 		$7M Sell
48,917
-1,748
-3% -$246K 1.96% 23
2026
Q1 		$6.64M Sell
50,665
-33,221
-40% -$4.78M 1.88% 22
2025
Q4 		$11.1M Sell
83,886
-854
-1% -$113K 1.74% 26
2025
Q3 		$11.1M Sell
84,740
-12,199
-13% -$1.66M 1.72% 27
2025
Q2 		$12.9M Buy
96,939
+10,201
+12% +$1.17M 2.13% 16
2025
Q1 		$9.51M Buy
86,738
+14,024
+19% +$1.69M 1.73% 26
2024
Q4 		$9.01M Buy
72,714
+1,618
+2% +$196K 1.57% 26
2024
Q3 		$7.78M Buy
71,096
+18,975
+36% +$2.04M 1.39% 28
2024
Q2 		$5.74M Buy
52,121
+12,943
+33% +$1.43M 1.12% 41
2024
Q1 		$4.44M Sell
39,178
-20,930
-35% -$2.15M 0.89% 42
2023
Q4 		$5.85M Sell
60,108
-20,822
-26% -$1.91M 1.35% 33
2023
Q3 		$7.82M Sell
80,930
-7,038
-8% -$670K 1.95% 19
2023
Q2 		$7.95M Buy
87,968
+4,517
+5% +$380K 1.84% 19
2023
Q1 		$7.27M Sell
83,451
-4,436
-5% -$388K 1.83% 25
2022
Q4 		$8.44M Sell
87,887
-909
-1% -$81.7K 2.48% 16
2022
Q3 		$6.5M Buy
88,796
+3,095
+4% +$257K 2.21% 30
2022
Q2 		$6.82M Buy
85,701
+4,660
+6% +$411K 2.13% 30
2022
Q1 		$7.95M Buy
81,041
+3,149
+4% +$298K 2.01% 25
2021
Q4 		$7.24M Buy
77,892
+18,611
+31% +$1.75M 1.74% 35
2021
Q3 		$5.58M Sell
59,281
-15,529
-21% -$1.55M 1.66% 20
2021
Q2 		$7.2M Buy
74,810
+341
+0.5% +$32.1K 1.79% 19
2021
Q1 		$7.09M Buy
+74,469
New +$6.41M 1.78% 26

Other funds holding EMR

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
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 22.94% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Greystone Financial Group's EMR Position: Q2 2026 in Review

Greystone Financial Group reduced its Emerson Electric (EMR) stake by 3.5% in Q2 2026, selling an estimated $246K and leaving 48,917 shares worth $7M. The position accounts for 1.96% of the portfolio, ranked #23.

Greystone Financial Group first reported a position in EMR in Q1 2021 and has held it in 22 quarters since. The position peaked at $12.9M in Q2 2025. 1,107 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Greystone Financial Group held 48,917 shares of Emerson Electric worth $7M as of Q2 2026.
  • Greystone Financial Group sold 1,748 Emerson Electric shares in Q2 2026, an estimated $246K.
  • Emerson Electric made up 1.96% of Greystone Financial Group's portfolio in Q2 2026, its #23 holding.
  • Greystone Financial Group first reported a position in Emerson Electric in Q1 2021 and has held it in 22 quarters since.
  • Greystone Financial Group's Emerson Electric position peaked at $12.9M in Q2 2025.
  • 1,107 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Greystone Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.