InvesTrust
EMR icon

InvesTrust’s Emerson Electric EMR Stock Holding History

InvesTrust’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
Q3 		$1.6M Sell
10,286
-289
-3% -$43.5K 0.65% 52
2026
Q2 		$1.51M Hold
10,575
– – 0.58% 55
2026
Q1 		$1.39M Sell
10,575
-25
-0.2% -$3.6K 0.58% 55
2025
Q4 		$1.41M Sell
10,600
-1,733
-14% -$230K 0.54% 55
2025
Q3 		$1.62M Sell
12,333
-32
-0.3% -$4.36K 0.59% 54
2025
Q2 		$1.65M Hold
12,365
– – 0.64% 51
2025
Q1 		$1.36M Hold
12,365
– – 0.37% 57
2024
Q4 		$1.54M Buy
+12,365
New +$1.5M 0.43% 55

Other funds holding EMR

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.77% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

InvesTrust's EMR Position: Q3 2026 in Review

InvesTrust reduced its Emerson Electric (EMR) stake by 2.7% in Q3 2026, selling an estimated $43.5K and leaving 10,286 shares worth $1.6M. The position accounts for 0.65% of the portfolio, ranked #52.

InvesTrust first reported a position in EMR in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.65M in Q2 2025. 1,101 funds tracked by Wall St. Rank hold EMR as of Q3 2026.

  • InvesTrust held 10,286 shares of Emerson Electric worth $1.6M as of Q3 2026.
  • InvesTrust sold 289 Emerson Electric shares in Q3 2026, an estimated $43.5K.
  • Emerson Electric made up 0.65% of InvesTrust's portfolio in Q3 2026, its #52 holding.
  • InvesTrust first reported a position in Emerson Electric in Q4 2024 and has held it in 8 quarters since.
  • InvesTrust's Emerson Electric position peaked at $1.65M in Q2 2025.
  • 1,101 funds tracked by Wall St. Rank held Emerson Electric as of Q3 2026.

Based on InvesTrust's 13F filing for Q3 2026, filed 14 Oct 2026.