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Hopwood Financial Services’s Emerson Electric EMR Stock Holding History

Hopwood Financial Services’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 		$389K Sell
2,714
-64
-2% -$9.01K 0.23% 53
2026
Q1 		$364K Buy
2,778
+3
+0.1% +$431 0.25% 52
2025
Q4 		$368K Buy
2,775
+2
+0.1% +$265 0.26% 52
2025
Q3 		$364K Buy
2,773
+3
+0.1% +$409 0.24% 54
2025
Q2 		$369K Buy
2,770
+2
+0.1% +$229 0.29% 46
2025
Q1 		$303K Buy
2,768
+3
+0.1% +$362 0.23% 59
2024
Q4 		$343K Buy
+2,765
New +$335K 0.26% 50

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
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
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

Hopwood Financial Services's EMR Position: Q2 2026 in Review

Hopwood Financial Services reduced its Emerson Electric (EMR) stake by 2.3% in Q2 2026, selling an estimated $9.01K and leaving 2,714 shares worth $389K. The position accounts for 0.23% of the portfolio, ranked #53.

Hopwood Financial Services first reported a position in EMR in Q4 2024 and has held it in 7 quarters since. 1,077 funds tracked by Wall St. Rank hold EMR as of Q2 2026.

  • Hopwood Financial Services held 2,714 shares of Emerson Electric worth $389K as of Q2 2026.
  • Hopwood Financial Services sold 64 Emerson Electric shares in Q2 2026, an estimated $9.01K.
  • Emerson Electric made up 0.23% of Hopwood Financial Services's portfolio in Q2 2026, its #53 holding.
  • Hopwood Financial Services first reported a position in Emerson Electric in Q4 2024 and has held it in 7 quarters since.
  • 1,077 funds tracked by Wall St. Rank held Emerson Electric as of Q2 2026.

Based on Hopwood Financial Services's 13F filing for Q2 2026, filed 22 Jul 2026.