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HHM Wealth Advisors’s Emerson Electric EMR Stock Holding History

HHM Wealth Advisors’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 		$283K Buy
1,979
+185
+10% +$26K 0.03% 175
2026
Q1 		$235K Buy
1,794
+154
+9% +$22.1K 0.03% 177
2025
Q4 		$218K Buy
1,640
+1
+0.1% +$133 0.03% 185
2025
Q3 		$215K Hold
1,639
– – 0.02% 196
2025
Q2 		$219K Sell
1,639
-16
-1% -$1.84K 0.03% 190
2025
Q1 		$181K Hold
1,655
– – 0.02% 196
2024
Q4 		$205K Buy
1,655
+18
+1% +$2.18K 0.03% 183
2024
Q3 		$179K Sell
1,637
-424
-21% -$45.6K 0.03% 185
2024
Q2 		$227K Buy
2,061
+1,900
+1,180% +$210K 0.03% 154
2024
Q1 		$18.2K Hold
161
– – ﹤0.01% 428
2023
Q4 		$15.6K Buy
161
+1
+0.6% +$92 ﹤0.01% 444
2023
Q3 		$15.5K Sell
160
-6,992
-98% -$666K ﹤0.01% 439
2023
Q2 		$646K Hold
7,152
– – 0.12% 61
2023
Q1 		$623K Buy
7,152
+118
+2% +$10.3K 0.13% 62
2022
Q4 		$676K Hold
7,034
– – 0.15% 53
2022
Q3 		$515K Sell
7,034
-998
-12% -$82.9K 0.14% 54
2022
Q2 		$639K Hold
8,032
– – 0.16% 52
2022
Q1 		$788K Sell
8,032
-271
-3% -$25.7K 0.18% 46
2021
Q4 		$772K Buy
8,303
+7,289
+719% +$686K 0.19% 46
2021
Q3 		$96K Hold
1,014
– – 0.03% 210
2021
Q2 		$98K Hold
1,014
– – 0.03% 207
2021
Q1 		$91K Buy
+1,014
New +$87.2K 0.03% 199

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
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
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 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
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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

HHM Wealth Advisors's EMR Position: Q2 2026 in Review

HHM Wealth Advisors increased its Emerson Electric (EMR) stake by 10% in Q2 2026, buying an estimated $26K and bringing the position to 1,979 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #175.

HHM Wealth Advisors first reported a position in EMR in Q1 2021 and has held it in 22 quarters since. The position peaked at $788K in Q1 2022. 760 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • HHM Wealth Advisors held 1,979 shares of Emerson Electric worth $283K as of Q2 2026.
  • HHM Wealth Advisors bought 185 Emerson Electric shares in Q2 2026, an estimated $26K.
  • Emerson Electric made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #175 holding.
  • HHM Wealth Advisors first reported a position in Emerson Electric in Q1 2021 and has held it in 22 quarters since.
  • HHM Wealth Advisors's Emerson Electric position peaked at $788K in Q1 2022.
  • 760 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.