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Holos Integrated Wealth’s Emerson Electric EMR Stock Holding History

Holos Integrated Wealth’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 		$17.5K Hold
127
– – 0.01% 222
2026
Q1 		$17.1K Hold
127
– – 0.01% 221
2025
Q4 		$17.2K Buy
+127
New +$16.8K 0.01% 171
2025
Q2 		– Sell
-127
Closed -$13.9K – 312
2025
Q1 		$13.9K Hold
127
– – 0.01% 176
2024
Q4 		$15.7K Buy
+127
New +$15.4K 0.01% 167

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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

Holos Integrated Wealth's EMR Position: Q2 2026 in Review

Holos Integrated Wealth held its Emerson Electric (EMR) position steady in Q2 2026 at 127 shares worth $17.5K. The position accounts for 0.01% of the portfolio, ranked #222.

Holos Integrated Wealth first reported a position in EMR in Q4 2024 and has held it in 5 quarters since. 746 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Holos Integrated Wealth held 127 shares of Emerson Electric worth $17.5K as of Q2 2026.
  • Holos Integrated Wealth left its Emerson Electric share count unchanged in Q2 2026.
  • Emerson Electric made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #222 holding.
  • Holos Integrated Wealth first reported a position in Emerson Electric in Q4 2024 and has held it in 5 quarters since.
  • 746 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.