Harvey Investment Company’s Emerson Electric EMR Stock Holding History

Harvey Investment Company’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	$614K	Sell	4,290 -10	-0.2%	-$1.41K	0.07%	78
2026 Q1	$563K	Sell	4,300 -2,000	-32%	-$288K	0.06%	78
2025 Q4	$836K	Hold	6,300	–	–	0.09%	69
2025 Q3	$826K	Hold	6,300	–	–	0.09%	71
2025 Q2	$840K	Sell	6,300 -400	-6%	-$45.9K	0.09%	71
2025 Q1	$735K	Buy	6,700 +2,400	+56%	+$289K	0.08%	70
2024 Q4	$533K	Hold	4,300	–	–	0.06%	78
2024 Q3	$470K	Hold	4,300	–	–	0.05%	82
2024 Q2	$474K	Sell	4,300 -674	-14%	-$74.5K	0.06%	79
2024 Q1	$564K	Hold	4,974	–	–	0.06%	74
2023 Q4	$484K	Hold	4,974	–	–	0.06%	77
2023 Q3	$480K	Hold	4,974	–	–	0.06%	73
2023 Q2	$450K	Hold	4,974	–	–	0.06%	77
2023 Q1	$433K	Hold	4,974	–	–	0.05%	76
2022 Q4	$478K	Hold	4,974	–	–	0.06%	75
2022 Q3	$364K	Hold	4,974	–	–	0.05%	78
2022 Q2	$396K	Hold	4,974	–	–	0.06%	78
2022 Q1	$488K	Sell	4,974 -400	-7%	-$37.9K	0.06%	77
2021 Q4	$500K	Hold	5,374	–	–	0.06%	75
2021 Q3	$506K	Hold	5,374	–	–	0.07%	74
2021 Q2	$517K	Hold	5,374	–	–	0.07%	73
2021 Q1	$485K	Hold	5,374	–	–	0.07%	74
2020 Q4	$432K	Hold	5,374	–	–	0.06%	72
2020 Q3	$352K	Hold	5,374	–	–	0.06%	72
2020 Q2	$333K	Hold	5,374	–	–	0.06%	75
2020 Q1	$256K	Hold	5,374	–	–	0.05%	77
2019 Q4	$410K	Hold	5,374	–	–	0.06%	72
2019 Q3	$359K	Hold	5,374	–	–	0.06%	72
2019 Q2	$359K	Hold	5,374	–	–	0.06%	71
2019 Q1	$368K	Buy	+5,374	New	+$353K	0.06%	68
2015 Q3	–	Sell	-3,960	Closed	-$220K	–	79
2015 Q2	$220K	Hold	3,960	–	–	0.05%	79
2015 Q1	$224K	Hold	3,960	–	–	0.05%	79
2014 Q4	$244K	Hold	3,960	–	–	0.06%	78
2014 Q3	$248K	Hold	3,960	–	–	0.06%	81
2014 Q2	$263K	Buy	+3,960	New	+$266K	0.07%	80
2014 Q1	–	Sell	-2,960	Closed	-$208K	–	89
2013 Q4	$208K	Buy	+2,960	New	+$198K	0.06%	84

Other funds holding EMR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Harvey Investment Company's EMR Position: Q2 2026 in Review

Harvey Investment Company reduced its Emerson Electric (EMR) stake by 0.23% in Q2 2026, selling an estimated $1.41K and leaving 4,290 shares worth $614K. The position accounts for 0.07% of the portfolio, ranked #78.

Harvey Investment Company first reported a position in EMR in Q4 2013 and has held it in 36 quarters since. The position peaked at $840K in Q2 2025. 746 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

Harvey Investment Company held 4,290 shares of Emerson Electric worth $614K as of Q2 2026.
Harvey Investment Company sold 10 Emerson Electric shares in Q2 2026, an estimated $1.41K.
Emerson Electric made up 0.07% of Harvey Investment Company's portfolio in Q2 2026, its #78 holding.
Harvey Investment Company first reported a position in Emerson Electric in Q4 2013 and has held it in 36 quarters since.
Harvey Investment Company's Emerson Electric position peaked at $840K in Q2 2025.
746 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Harvey Investment Company's 13F filing for Q2 2026, filed 22 Jul 2026.